Patrick “PJ” Seholm

Patrick “PJ” Seholm has been a talent acquisition consultant with Lead Advisor, LLC., since February of 2022 after spending 25+ years in the financial services space.  PJ helps professionals figure out their next career move, whether that is entry or advancement within the financial planning world. 

Patrick had a fast start to his career helping clients with their financial security needs and winning many accolades along the way.  His success led him to leadership roles within his previous firms such as managing director and sales manager. Patrick has worked with some of the largest names in financial services such as Wells Fargo, Merrill Lynch, Northwestern Mutual, MassMutual and Prudential.   Throughout his career he has held various licenses such as the series 7, 66 and 26.  He enjoys playing golf, basketball and hiking with his family.  PJ is a graduate of Johnson and Wales and resides outside of New York City with his wife Nicole and two sons Jake and Charlie.

Where do you live?

 Brewster, NY


 Johnson and Wales University

Favorite Childhood Toy or Games:

 Any sport and Monopoly

Favorite Book or Authors:

 Dean Koontz

Favorite Restaurant:  

 JP’s on City Island Bronx, NY

Favorite Meal:

 King crab legs and linguini with clam sauce

Favorite Drink:

 Cranberry juice with a splash of ginger ale

Favorite Month:


Favorite Show:


Favorite Movie:

 My cousin vinny

Favorite Sports Team:

 Las Vegas Raiders

Favorite Musicians/Band:

 The Rolling Stones

Favorite Podcast or Blog:

 Event Horizon

Favorite cites beside hometown:

 Long Beach Island NJ and Nashville

Best Vacation:

 Ireland for a golf tournament called the Bushmill

Favorite Charity:

 Autism speaks

Favorite Fictional Character:


Ideal Weekend Day Looks Like….

 Golf, lunch and family time


 Golf, Basketball and Cards

Favorite Quote:

 Success is not final; failure is not fatal: it is the courage to continue

 that counts.

Best piece of feedback you have ever received:

 I am loyal to a fault

Thought leaders you follow:

 M. Scott Peck, John Michael Godier, Warren Buffett

Why Lead Advisor, LLC?  

Culture, support, and fun

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