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Building a partnership between
PSA Financial and United Capital
Chip Lewis and Ray Sweet of PSA Financial, Will Kelly of United Capital, and Mike Miller of The PFE Group will tell the inside story of Why, How, What and Who of PSA Financials’ sale of their Financial Advisory and Consultancy Practice to United Capital. They will be discussing all the aspects of the transaction and how the sale has transformed into a new blended family to better serve their clients.
Will Kelly, Managing Director - United Capital
Ray Sweet, Chief Financial Officer - PSA Insurance & Financial Services
Chip Lewis, Managing Director - PSA Insurance & Financial Services
Michael Miller, Managing Director, The PFE Group
Thank you to our Program Sponsor: