Trevor C. (Chip) Lewis, Jr., CFP®
Managing Director 
 Direct Phone:   443-798-7314
Toll Free:   800-677-7887
Fax:   410-828-0242  
  E-mail: chip@psafinancial.com    
 

Professional Background

Mr. Lewis is the third generation of his family to run PSA. He joined the firm in 1972 after serving in the U.S. Army and earning a degree in finance and marketing from the University of Baltimore. He has spearheaded the growth of PSA from two employees to 185+, making it the largest independent, multi-service, multi-discipline financial services firm in the Baltimore-Washington metropolitan area.

Mr. Lewis has earned the designation of Certified Financial Planner® (CFP®) from the College of Financial Planning. He has written articles for local & national publications including Physician’s Practice Digest, giving timely presentations on various financial topics and appeared as a guest on local radio programs. Mr. Lewis has been listed in Worth Magazine, as one of the top 250 Financial Planners and in Medical Economics as one of the 150 Best Financial Advisors for doctors.

An active member of many professional and corporate organizations, Mr. Lewis has also frequently assumed leadership roles in several of these, including:

National Financial Planning Association
Maryland Chapter of Financial Planning Association, past president, officer, and member of board
National Association of Planned Giving
Chesapeake Planned Giving Committee, board of directors, past president
Physician's Practice Digest, advisory board
Confidential Planning Services (CPS), director
National Center for Financial Education (NCFE), advisory board
Carroll Independent Fuel Company, board of directors
Admitted to Registry of Financial Planning Practitioners
National Association of Estate Planning
Baltimore Estate Planning Council
Interdisciplinary study groups in Baltimore & Washington, D.C.
Institute for Certified Financial Planning
Vistage International, Inc.
Leadership Baltimore County, Alumni
St. James Academy, vice president and board member, executive committee
Catonsville Community College Foundation, treasurer, director
St. Joseph Medical Center Foundation, board member
Friends Share, Inc. (an affiliate of Broadmead Retirement
Community) - Bd. Of Trustees
Midatlantic Cardiovascular Foundation Board of Directors

Business/Customer Service Philosophy

 "Together we (the client and the PSA team) can conquer any reasonable financial goal. It is a privilege to serve our clients in one of the few truly multi-service, multi-discipline financial service firms."