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.
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