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Trevor C. (Chip) Lewis, Jr., CFP®

Managing Director

Direct Phone: 443.798.7314
Toll Free: 800.677.7887
Fax: 410.828.0242

Professional Background

Chip 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 160+, making it the largest independent, multi-service, multi-discipline financial services firm in the Baltimore-Washington metropolitan area.

Chip 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, Chip 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
  • Chesapeake Planned Giving Committee, board of directors, past president
  • Physician’s Practice Digest, advisory board
  • Carroll Independent Fuel Company, board of directors
  • Baltimore Estate Planning Council
  • Leadership Baltimore County, Alumni
  • St. James Academy, vice president and board member, executive committee
  • The Bridge Alliance, partner

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.”

Recent Blog Posts

DFARS Clause 7012 and You

Leaders are increasingly acknowledging that investing in cybersecurity is a smart business decision. They are making cyber risk management an enterprise priority and dedicating time and resources to understand their risk. For these leaders, the goal is resiliency – the ability to withstand and quickly bounce back from an incident without severe business interruption or […]

Benefit Alert: IRS Again Extends Deadline to Provide Forms 1095-B & 1095-C

On December 22, 2017, the Internal Revenue Service extended the deadline to provide 2017 Form 1095-B and Form 1095-C from January 31, 2018 to March 2, 2018.   This 30-day extension is automatic. Employers and insurers do not have to request it.  Employers and insurers are still encouraged to distribute the forms as soon as they […]

PSA By the Numbers in 2017

PSA by the numbers – a look back at the year that has passed. What an exciting time for the PSA team. Many thanks to all of our clients and partners! Now onto an even better 2018!

Benefit Plan and Payroll Limits for 2018 (Benefit Minute)

Set forth below are the 2018 and 2017 limitations for qualified plans and other benefit related items. See the table of information.