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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.


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Areas of Wealth Management

Recent Blog Posts
Cyber security

Autopsy of a Cyber Nightmare: How to Protect Your Business

It’s Sunday afternoon. You’re watching football with friends. Or, maybe you’re at a family party. Meanwhile, somewhere in a rack of servers at your business, there is a fan, screaming like a banshee. It’s been whirring away at top speed, 24 hours a day, for a week. Until someone notices it, it’s going to keep […]

male contraception and sterilization procedures coverage

IRS Provides Short-Term Relief for HSA Eligibility in Maryland (Benefit Alert)

Current Maryland insurance law requires all policies issued or renewed in the state after January 1, 2018 to provide coverage for male contraception and sterilization procedures without being subject to any cost-sharing requirements (including the deductible). This mandate created a question as to whether such plans could still be considered Qualified High Deductible Health Plans […]

Most Fortune 500 Companies Have Mentor Programs. Do You?

What makes a company successful? Often, it’s attributed to having effective leaders. How can you make sure your company is developing excellent leaders? One of the ways is by implementing a mentor program.

Maryland Healthy Working Families Act (MHWFA)

Maryland Healthy Working Families Act (MHWFA)

On January 12, 2018, the Maryland legislature enacted the Maryland Healthy Working Families Act (MHWFA) by overriding Governor Hogan’s veto from the prior legislative session. The MHWFA requires all Maryland employers to provide sick and safe leave to eligible employees.  Legislative attempts to delay the effective date of the Act have been unsuccessful, so it is […]