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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

May
15th
How to Craft the Right Insurance Policy for Your Brewery

There are about 5,300 active breweries today across the U.S. That’s the most ever — and the number has increased sharply in just the last 10 years. If you’re a brewer, you already know this: The joy of brewing is not just about creating that perfect glass of ale; it’s also about seeing people enjoy […]

May
5th
Shackleton’s Leadership Lessons from the Bottom of the World

In 1914, Sir Ernest Henry Shackleton and his crew of 28 men set off for Antarctica to become the first people to ever cross the continent via the South Pole. He led the explorers on what is considered one of the greatest undertakings and leadership stories in recorded history. He called his expedition “The Imperial […]

Apr
26th
Final Rule Addresses ACA Marketplace Stability

The Centers for Medicare and Medicaid Services (CMS) has issued a final Market Stabilization Rule that is intended to help lower premiums and stabilize the individual and small group markets as well as increase health insurance choices in markets that are threatened by insurer exits.

Apr
12th
Looking for top talent? Employers need to nail the interview.

If you were a candidate interviewing for a job, you’d probably receive the advice, “Preparation is key.” But even on the other side of the table — as an employer interviewing candidates for an open position — the same recommendation applies.