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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

Nov
30th
IRS Employer Mandate Penalty Assessments Begin

The Internal Revenue Service (IRS) has begun assessing Affordable Care Act (ACA) employer mandate penalties for 2015 by sending certain employers Letter 226J, the preliminary tax penalty notification letter.

Executive Order on ACA

Oct
17th
Executive Branch Takes Action on the ACA (Benefit Minute)

In the last week, the Trump administration has taken action to make changes to certain aspects of the Affordable Care Act (ACA).  This action includes two new interim final regulations that scale back the ACA’s contraceptive coverage mandate, an Executive Order related to association health plans (AHP), health reimbursement arrangements (HRA) and short-term limited-duration insurance, […]

Oct
11th
A day in the life of a PSA intern

This year, we have officially kicked off a summer internship program for the future generation of insurance professionals, which we’ve featured in an earlier post Growing Your Next Insurance Partner.

Sep
27th
Recent Court Cases Impacting Employee Benefits (Benefit Minute)

This issue of the Benefit Minute summarizes recent judicial activity which may affect employers and their benefit plans.