Chris joined SJS in 2026 as Chief Operating Officer and looks forward to supporting SJS' operations and exceptional client experience. 

We’re excited to introduce our new Executive Assistant in our Perrysburg office, Marcus Doore, who will play an important role in supporting our team and enhancing the experience we provide to our clients.

This winter, we had the pleasure of hosting two students from Northview High School through our six-week financial literacy student shadow program in our Sylvania, Ohio office.

At SJS, we often talk about what it means to build a better life. While investing and financial planning play an important role, we know the foundation of a better life is much broader than simply making sound financial decisions. Living a more meaningful life often starts with small, consistent habits.  

Elizabeth began working at SJS in August 2025 as an Investment Analyst in the Chicago office, primarily supporting Tom Kelly, SJS’s Chief Investment Officer. Her responsibilities include investment research, portfolio analysis, performance monitoring, and client/advisor support.

In our Quarterly Outlook, we reflect on 30 years of SJS with a letter from our Founder & CEO, share our latest investment insights, and highlight our continued commitment to community through SJS Cares. Plus, download a copy of our featured SJS Personal Information Organizer, which can serve as a comprehensive record of your essential family, financial, and personal information.

SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.

We are proud to share our new office location in the historic River House building at 115 West Front Street, Perrysburg, OH 43551!

We would like to welcome Ryan Stoller to the SJS Team! Ryan serves SJS and our clients as an Associate Advisor.

We asked SJS interns Elizabeth Molique and Isabelle Szenderski to write a summary of what they did throughout the summer.

We would like to welcome Robert Schaefer to the SJS Team! As an Advisor, Robby works with both individual and institutional clients.

The SJS word of the year for 2023 is GRATITUDE! Gratitude for our health, families, friends, faith, country, the SJS Team, and most importantly You, our loyal client who trusts us to do what’s in your best interest day-in and day-out.

We would like to welcome Rachel to the SJS Team in Sylvania, Ohio! Rachel is an Advisor working closely with multi-generational families and individuals.

Congratulations to SJS Investment Services Investment Associate Bobby Adusumilli, who recently earned the CFA Institute’s CFA charter!

After over two years with the SJS Team, SJS Associate Advisor Molly LaClair has decided to focus full-time on raising her three young children. Please join us in saying thank you Molly!

After interning at the SJS Arizona office in Spring 2020, Michael Savage has joined our team in Sylvania!

SJS is delighted to welcome Phoenix native Catherine Stanley, who joins our team in Scottsdale as Advisor Support Associate.

We are thankful to have Kevin Kelly, CFA and Meredith Sleet as part of the SJS team, and we look forward to their leadership, guidance, and the sound of their friendly voices for many years to come.

Former SJS intern Bobby Adusumilli has returned to SJS. Please join us in warmly welcoming Bobby (back) to SJS!