The PSP Team

Meet the team!

Julie Moll, Director of Operations and Client Services ManagerJulie Moll

Starting in the financial services industry in 1984, Julie began her career working at Dawson Insurance located in Fargo, North Dakota. After spending more than 20 years with Dawson Insurance Julie relocated to Arizona in April 2013 to be closer to her two beautiful grandchildren. Julie joined the PSP team in 2013 shortly after relocating to sunny Arizona.

As Director of Operations and Client Services Manager at PSP & Associates, Julie provides top notch client service including but not limited to case preparation, client reviews, as well as application and transfer processing. Julie also provides excellent and professional cross-team support to keep our office operations running smoothly on a day to day basis.

In her free time, Julie likes staying busy with a variety of activities such as interior design, landscaping, and reading when she is not spending time with family.

Marisa Pilvinis, Special Projects Manager and HR Coordinator Marisa Pilvinis

Marisa is a long time member of the PSP Family, not to mention Phillis’s youngest child and only daughter. Marisa has been working for PSP & Associates for seven years. Marisa is a full time RN by day with her BSN in Nursing from the University of Arizona. Marisa enjoys working with and being a part of the PSP family so much, she continues to work as a part of the PSP team on her off days from nursing. Being a long time member of the PSP team, Marisa has worked in all service capacities within the office. This has made Marisa our office “go to girl” as she knows how to handle responsibilities from managing the front desk to the behind the scenes office work.

In her position of Special Projects Manager and HR coordinator, Marisa assists all team members to complete any and all tasks in a time efficient and professional manner, while also handling human resource responsibilities within the office. On a personal note Marisa thoroughly enjoys the outdoors fishing, hiking, and camping. She especially loves to travel and explore Arizona in her free time.

Lindsey Wilson, Office Manager Lindsey

Lindsey has a diverse background in Office Administration and Marketing. While working full-time, Lindsey is also completing her bachelor’s degree in Business Management. Lindsey is an Arizona native who enjoys exploring all the natural beauty that Arizona holds. She is an avid runner and is always looking for a new half marathon or 5k to run. In her free time, she enjoys baking, spending time with friends and family, and traveling.

Michael Sweet, CPA

Michael is a CPA licensed in Arizona with over 30 years of experience. He and his wife relocated to the Phoenix area from Long Island, New York in 2010. Michael specializes in individual, trust, and business tax returns and business consulting. In addition to his tax practice in Arizona, Michael consults for a large accounting firm located in New York City with a focus on high net worth clients.

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Investment advisory services are offered through PSP Financial Services, LLC, an Arizona Registered Investment Advisor. Phillis Sax Pilvinis is also a licensed insurance agent with the state of Arizona.