United Planners

0 followers

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United Planners is an advisor-owned wealth mgmt firm that provides back-office services & support to independent financial advisors.

Industries

Finance

Headquarters

Scottsdale, United States

Employees

51-200

Links

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Michael A. Baker

President, CEO & General Partner

Michael A. Baker

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Aaron Spradlin

Chief Information Officer

Dave Hauer

Chief Compliance Officer

Billy Oliverio

EVP, CMO & General Partner

Sheila J. Cuffari-Agasi

EVP, Chief Revenue Officer & General Partner

Chad Shindel

EVP, Chief Financial Officer & General Partner

Jimi Smith

VP, Supervision

Rose Tipton

VP, Operations & Trading

Boyd Taylor

AVP, Annuities, Insurance, Mutual Fund Services

Eric Craig

AVP, Alternative Investments

Scott O'Keeffe

AVP, Partner Development

Thane Walton

AVP, Retirement Plan Services

Ashley Seeger

AVP, Investment Advisory Services

Taylour Miller

AVP, Corporate Events & Communications

Sean Sweeney

Director Of Client Accounts

Aif® Sheila Cuffari-Agasi

Executive Vice President Chief Revenue Officer

Chad Shindel Cpa, Cgma

Vice President - Chief Financial Officer

Teams

Investment Advisory Team

9 members

Financial Services Operations

8 members

Leadership Team

8 members

Compliance and Regulatory Affairs

4 members

Investment and Financial Services

4 members

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