PSI Capital Management

Gregory Staub is a financial advisor at PSI Capital Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PSI Capital Management since 2018, following a nine-year tenure at Pilot Capital Management, Inc. PSI Capital Management is an SEC-registered investment adviser serving individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a Modern Portfolio Theory-based approach with a four-step process of goal setting, analysis, implementation, and ongoing monitoring, primarily advising through mutual funds and exchange-traded funds.

Karl Lehman is a financial advisor at PSI Capital Management with 25 years of industry experience. He holds a Series 65 designation and has worked at firms including Pilot Capital Management, Inc. and RLH CPA's & Business Advisors, LLC, where he is also the managing partner and a CPA. Lehman’s career includes over three decades at Rager, Lehman & Houck, P.C. PSI Capital Management is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based process focused on goal setting, analysis, implementation, and monitoring, primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary management.

James Balthaser is a financial advisor at PSI Capital Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PSI Capital Management since 2018. He is also a member and treasurer at RLH CPA's & Business Advisors, LLC, a non-investment related CPA firm. PSI Capital Management is an SEC-registered investment adviser serving individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a Modern Portfolio Theory-based investment process focused on goal setting, analysis, implementation, and ongoing monitoring, primarily utilizing mutual funds and exchange-traded funds.

Scott Smith is a financial advisor with PSI Capital Management in Lancaster, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Securities Service Network, Inc. and Planning Strategies, Inc. since the early 2000s. Outside of his advisory role, Smith is an educational book author and serves as Vice President and President of the Board of Directors for The Hershey Partnership, a nonprofit organization. PSI Capital Management is an SEC-registered investment adviser that provides financial planning, pension consulting, and investment management services to individuals, plans, trusts, and charitable organizations. The firm uses a Modern Portfolio Theory-based process and primarily advises with mutual funds and ETFs, offering both discretionary and non-discretionary management.

Matthew Staub is a financial advisor at PSI Capital Management with 14 years of industry experience. He holds a Series 65 designation and has worked at PSI Capital Management since 2018, following a seven-year tenure at Pilot Capital Management, Inc. PSI Capital Management is an SEC-registered investment adviser serving individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily utilizes mutual funds and exchange-traded funds within an investment process based on Modern Portfolio Theory, offering both discretionary and non-discretionary management alongside comprehensive financial planning and pension consulting services.

Kiah Fowler is a Series 65 licensed financial advisor with PSI Capital Management in Lancaster, PA, bringing one year of industry experience. Prior to joining PSI Capital Management, Kiah held various roles across multiple industries, including hospitality and retail. PSI Capital Management is an SEC-registered investment adviser serving individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment process and offers both discretionary and non-discretionary management, primarily using mutual funds and exchange-traded funds.

Vanessa Zook is a financial advisor at PSI Capital Management with 12 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Guardian Life Insurance & Annuity Company and operated her own planning business. Outside of her advisory role, she is a member of Lancaster SHRM and serves on its Workforce Readiness committee. PSI Capital Management is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a Modern Portfolio Theory-based process focused on goal setting, analysis, implementation, and monitoring, primarily advising with mutual funds and ETFs.

Steven Mitchell is a financial advisor with PSI Capital Management in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Planning Strategies, Inc. since 2001. Outside of advising, he is an author of educational books, serves on the boards of St. Joseph Health Ministries and the YMCA of Lancaster, and is involved in marketing patent rights through an LLC. PSI Capital Management is an SEC-registered investment adviser serving individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment process using mutual funds and ETFs, offering both discretionary and non-discretionary management with annual account reviews.

Bryce Brennan is a financial advisor at PSI Capital Management with three years of industry experience. He holds a Series 65 designation and has worked previously at Transition Wealth Management LLC and Transitions Planning Associates LLC. He also serves in the Army National Guard Reserve Unit. PSI Capital Management is an SEC-registered investment adviser that provides financial planning, pension consulting, and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment process and offers both discretionary and non-discretionary management, with a focus on mutual funds and exchange-traded funds.

Thomas Houck Jr. is a financial advisor at PSI Capital Management with 25 years of industry experience. He holds a Series 65 designation and has worked at PSI since 2018, following nine years at Pilot Capital Management, Inc. In addition to his advisory role, he is a partner and CPA at RLH CPA's & Business Advisors, LLC, a non-investment related firm he has been involved with since 1983. PSI Capital Management is an SEC-registered investment adviser serving individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a Modern Portfolio Theory-based investment process and offers financial planning, pension consulting, and investment management primarily through mutual funds and exchange-traded funds.