About
United Planners is an advisor-owned wealth mgmt firm that provides back-office services & support to independent financial advisors. FINRA, SEC, SIPC.
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View org chartMichael A. Baker
President, CEO and General Partner
Michael A. Baker
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Aaron Spradlin
Chief Information Officer
Amy Rusch
Assistant VP, Investment Advisory Services
Billy Oliverio
EVP, CMO and General Partner
Boyd Taylor
Assistant VP, Annuities/Insurance/Mutual Fund Services
Chad Shindel
Vice President, Compensation & Chief Financial Officer
Chad Shindel
VP, Compensation, CFO and General Partner
Dave Hauer
Vice President, Compliance & Chief Compliance Officer
Eric Craig
Assistant VP, Alternative Investments
Jimi Smith
Vice President, Supervision
Mike Goyarts
Assistant VP, Practice Management Services
Rose Tipton
Vice President, Operations and Trading
Scott O'Keeffe
Assistant VP, Partner Development
Sheila J. Cuffari-Agasi
EVP and General Partner
Thane Walton
Assistant VP, Retirement Plan Services
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