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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®

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

Mar
29th
The ACA Is Still the Law of the Land (Benefit Minute)

Republican efforts to repeal and replace parts of the Affordable Care Act (ACA) with the American Health Care Act (AHCA) stalled on March 24, 2017 when Speaker of the House Paul Ryan determined he did not have the support needed to pass the bill in the House of Representatives and withdrew it without a vote. […]

Mar
24th
Executive Leadership: It’s time to make cyber resiliency YOUR next priority

You’ve probably read about major cybersecurity failures of large organizations, such as Yahoo, Sony, LinkedIn, Target, the Democratic National Committee, and the list goes on. While they’re not always in the headlines, evidence shows that small and medium-sized organizations are increasingly becoming the targets of cyber criminals and malicious actors. According to the most recent […]

Mar
17th
Work-Life Balance is a Myth — Instead, Find Work-Life Bliss

The day author and speaker Deirdre Maloney was interviewed on TV about a blog she wrote, she couldn’t get past what she saw on the screen — and how she felt afterward.

Mar
1st
How to Electronically Distribute ERISA-Required Documents (Benefit Minute)

Distribution of ERISA-required documents is challenging for employers.  Hard copy distribution is inefficient, costly, not environmentally friendly and out-of-date in the digital age.  However, electronic distribution must be accomplished in a manner that complies with Department of Labor (DOL) requirements and results in actual receipt by plan participants.