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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
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

+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

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