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About Chip Lewis

Trevor C. (Chip) Lewis, Jr., CFP® is the Managing Director and 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 150+, making it the largest independent, multi-service, multi-discipline financial services firm in the Baltimore-Washington metropolitan area.

PSA Gives Thanks: Our Annual Tradition

Chip Lewis • Nov 24th, 2014

It’s hard to believe that Thanksgiving is already around the corner. It has been a year of exciting changes and growth for PSA that we have made with our clients’ best interests in mind. With both change and growth comes hard work and commitment for which our staff has gone above and beyond.

At PSA, we have created an annual tradition of stopping our daily routines for a few hours in order to share a Thanksgiving meal together and reflect on all the things for which we are thankful including our loyal clients and employees. Continue Reading


PSA Clients Go Everywhere — Even the Sochi Olympics

Chip Lewis • Feb 17th, 2014

This year’s U.S. Bobsled and Skeleton Team heads into the Sochi Winter Olympics with perhaps its best chance ever of bringing home numerous medals. Local business leader and PSA client Ted Offit – who serves on the Board of Directors for the U.S. Bobsled and Skeleton Federation (USBSF) – gives us an insider’s preview of what to expect from the high-speed events. Continue Reading

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PSA Gives Thanks

Chip Lewis • Nov 26th, 2013

I love when this time of year arrives because it gives us all an opportunity to slow down before the rush of the holiday season and give thanks. Continue Reading

Lessons from My Meeting with The Oracle Of Omaha, Warren Buffett

Chip Lewis • Sep 18th, 2012

In the world of financial services and investing, no one stands taller than Warren Buffett, head of Berkshire Hathaway.  I recently had the chance to meet the legend himself on his home turf of Omaha, NE.

The invitation came from Tom Nerney, CEO of USLI, a carrier we’ve been working with for about a year and a member of the Berkshire Hathaway family. Tom was hosting a business dinner with several of USLI’s partners.  The highlight of the evening would be an informal Q&A with Warren. Continue Reading

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