Jason  Lacey

Jason Lacey

| CFP®

PJS Investment Management

Fee-Only Financial Planner serving the Milwaukee, WI area

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Cash Flow and Budgeting
  • Middle Income Client Needs
  • High Net-Worth Clients
  • Advising Medical Professionals
  • Tax Planning
  • Charitable Gifting
  • Employee Benefits
  • 401(k)s and IRAs

Visit Us

W62 N570 Washington Ave.
Cedarburg, WI 53012

Jason Lacey is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

I believe my background in education and finance, coupled with raising my own family, enable me to provide my clients with a clear vision of what is meaningful and offer unique and insightful advice.

My experience is that people want to know me as an individual before they will open their finances.  Below is a little insight into who I am and my background.

Jason Lacey joined PJS Investment Management in 2014 and serves as Portfolio Manager, Financial Planner, and member of the Investment Committee.  Prior to joining PJS Investment Management he founded and ran the Registered Investment Advisory firm, Lewis Lacey Capital Management from 2009-2013.  Prior to this Mr. Lacey worked as an Investment Advisor Representative for SII Investments from 2006-2009 and was a teacher from 1998-2006.  Mr. Lacey received his bachelor's degree from Olivet Nazarene University in 1997, his M.Ed. from Indiana Wesleyan University in 2001, and his M.S. in Finance Analysis from the University of Wisconsin-Milwaukee in 2012.  Mr. Lacey has passed his CERTIFIED FINANCIAL PLANNER™, NASD series 7, 63, 65 and Wisconsin Life and Health Insurance exams.

Education:
University of Wisconsin – Milwaukee, M.S. Finance Analysis (2012)
Indiana Wesleyan University, M.Ed. (2002)
Olivet Nazarene University, BA Education (1997)

Prior Experience:
Lewis Lacey Capital Management – founder, portfolio manager and CERTIFIED FINANCIAL PLANNER™ from 2009 to 2013
Financial Resource Services – portfolio manager and investment advisor from 2006 - 2009
Avon High School – teacher from 1998 - 2006