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Financial Advisors

Using the latest technologies and methodologies, PSA and United Capital are teaming up to deliver the best wealth management services and experience possible. The partnership brings a number of benefits to our clients, including access to the most innovative practices in investment advisory.

Our Financial Advisors are experienced professionals that work independently with their clients in a counseling role and leverage the services, resources, and other professionals of PSA to serve their clients.  Each Advisor has significant experience in guiding clients in managing their broad wealth management needs and has expertise in specific areas described in their abbreviated biographies outlined below.  In addition to the Advisors individual work with their clients, they work collaboratively in building our Sundial Portfolios program in which we manage most of our clients’ individual portfolios.

Financial Advisors 

Julie Finney, CFP®, CRPC®,  FLMI

Larry Seiden, MBA, CFP®, ChFC®, CLU®, CASL®, RICP®, CAP®

Bradley Troy, CFP®, CLU®, ChFC®

Curtis Wilkerson, CLU®, ChFC®, REBC, RHU, CSA

Thomas Ogle, Jr.  CLU®, CRPC®, CLTC, RFC, CSA, CBC

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Areas of Wealth Management

Recent Blog Posts

Feb
15th
24 HR Mistakes That Could Cost You Time, Money, and Talent

Most everyone would agree Human Resources is an integral function of a high-functioning company. HR operations carry a lot of responsibility, mostly behind the scenes. From interviewing and hiring top talent to managing benefits and payroll, HR departments must keep track of countless forms, processes, regulations, and communications. Just one mistake — no matter how […]

Jan
30th
The Uncertain Future of the Affordable Care Act (Benefit Minute)

Repeal and replace the Affordable Care Act (ACA) has been the consistent message of the Republican Party and President Trump.  Some steps have already been taken that will likely ultimately impact the ACA.   Congress is progressing with a budget resolution bill that may lead to repeal of some aspects of the ACA that relate to […]

Jan
27th
Car Insurance Rates are Up — 6 strategies to keep your rates under control

Before we get into the several ways you can mitigate the rising cost of auto insurance, let’s talk about a question I hear all the time: Why does car insurance cost more than it used to? There are a number of reasons:

Jan
20th
How Could the Fair Labor Standards Act Revisions Affect You?

For months, organizations in the U.S. had been preparing to implement changes that, as of Dec. 1, 2016, would have increased the minimum salary requirement for certain exemptions under the Fair Labor Standards Act.