United Planners
Brian Kobel has significant experience in the financial services sector, currently serving as an Information Technology Product Support Specialist and ATS Manager at United Planners Financial Services since August 2016. Prior to this role, Brian was a Customer Relationship Manager at Finance Logix from June 2012 to July 2016 and held the position of Specialty Publications Director at The Lumberjack Newspaper from October 2008 to December 2009. Brian earned a Bachelor of Science degree in Public Relations, Advertising, and Applied Communication from Northern Arizona University, where studies were completed between 2006 and 2011, and graduated from Needles High School in 2002.
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United Planners
United Planners is an advisor-owned wealth mgmt firm that provides back-office services & support to independent financial advisors.