PSI Capital Management

Gregory Staub is a financial advisor at PSI Capital Management in Lancaster, PA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He worked at Pilot Capital Management, Inc. for nine years before joining PSI Capital Management in 2018. PSI Capital Management provides financial planning, investment management, pension consulting, and related services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach, constructing diversified portfolios tailored to clients’ goals and risk tolerances.

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 PSI since 2018, with prior roles at Pilot Capital Management and RLH CPA's & Business Advisors, where he has also served as managing partner since 1980. His background includes accounting and business advisory services through RLH CPA's & Business Advisors, a non-investment related firm. PSI Capital Management provides financial planning, investment management, pension consulting, and related services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages diversified portfolios using Modern Portfolio Theory and offers both discretionary and non-discretionary asset management.

James Balthaser is a financial advisor at PSI Capital Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PSI Capital Management since 2018. In addition to his advisory role, he is a member and treasurer of RLH CPA's & Business Advisors, LLC, a non-investment related CPA firm. PSI Capital Management provides financial planning, investment management, pension consulting, and related services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach, primarily using mutual funds and ETFs to build diversified portfolios tailored to client goals and risk profiles.

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 15 years of industry experience. He holds a Series 65 designation and has worked at PSI Capital Management since 2018, following seven years at Pilot Capital Management, Inc. PSI Capital Management provides financial planning, investment management, pension consulting, and related services to individuals, plans, trusts, estates, charitable organizations, and businesses. The firm manages assets using a Modern Portfolio Theory-based approach, focusing on diversified portfolios tailored to clients' goals, time horizons, and risk tolerances.

Kiah Fowler is a financial advisor at PSI Capital Management with a Series 65 designation and two years of industry experience. Prior to joining PSI Capital Management, Fowler held various roles in the hospitality and service industries. PSI Capital Management provides financial planning, investment management, pension consulting, and related services to individuals, trusts, estates, charitable organizations, and businesses. The firm’s investment approach is based on Modern Portfolio Theory and typically creates diversified portfolios using mutual funds and ETFs tailored to clients’ goals and risk tolerances.

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 at PSI Capital Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Planning Strategies, Inc. since 2001. Outside of advisory work, he is an educational book author and serves on the boards of St. Joseph Health Ministries and the YMCA of Lancaster. PSI Capital Management offers financial planning, investment management, pension consulting, and related services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment process that focuses on diversified portfolios primarily using mutual funds and ETFs tailored to clients’ goals and risk tolerances.

Bryce Brennan is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with PSI Capital Management and previously worked with Transition Wealth Management LLC and Transitions Planning Associates LLC. He serves in the Army National Guard Reserve Unit. PSI Capital Management provides financial planning, investment management, and pension consulting services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach to build diversified portfolios tailored to clients’ goals and risk tolerances and manages approximately $384.8 million in assets.

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.