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United Planners

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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

Org chart

Michael A. Baker
President, CEO & General Partner

Michael A. Baker

Collapse
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
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

+6

Investment Advisory Team

9 members

+5

Financial Services Operations

8 members

+5

Leadership Team

8 members

CB
+1

Compliance and Regulatory Affairs

4 members

+1

Investment and Financial Services

4 members

Offices

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