What Employees Say

Culture in Action: The United Planners Difference

United Planners Financial Service

Our Culture is a Rhythm

Sheila J. Cuffari-Agasi
Executive Vice President & Chief Revenue Officer
United Planners Financial Services

Culture in Motion: How Shindig Brings Us Back to What Matters Most

Narrated by Michael A. Baker
President & Chief Executive Officers
United Planners Financial Services

Culture in Action: Growth, Collaboration & Family

Carol Joyce
Assistant Vice President
United Planners Financial Services

Stuck in the 80s’ — and Proud of It | United Planners Culture

Sara Vogelsanger
Transition Manager
United Planners Financial Services

Built by Advisors. Owned by Advisors. Committed to Independence.

Scott O'Keeffe, Assistant Vice President
Partner Development Consultant
United Planners Financial Services

Where Great People Do Their Best Work

Sonja Lockhart
Corporate Brand Manager
United Planners Financial Services

Real Connections, Real Culture: The United Planners Way

Brian Kobel
Enterprise Technology Solutions Senior Manager
United Planners Financial Services

At United Planners, technology starts with listening.

Aaron Spradlin, Vice President
Chief Information Officer
United Planners Financial Services

Good People. Great Culture. Genuine Results.

Michael Kneip
Partner Development Consultant
United Planners Financial Services

Built on Integrity. Driven by People.

Doug Hall
United Planners Financial Services

Culture isn’t a buzzword — it’s the foundation of everything we do.

Rebecca Johnston
Human Resources Manager
United Planners Financial Services

Empowering Advisors With True Independence

Shannon Rosic, Director of Wealth Stack Content & Solutions, Informa
Michael A. Baker, President & Chief Executive Officer, United Planners
Sheila Cuffari-Agasi, Executive Vice President & Chief Revenue Officer, United Planners
Aaron Spradlin, Chief Information Officer, United Planners

Practice Management Tools for a Successful Business

Thane Walton, Assistant Vice President
Practice Management
United Planners Financial Services

Keeping Pace With Compliance Regulations

Sheila Cuffari-Agasi, EVP, Chief Revenue Officer & General Partner
Partner Development
United Planners Financial Services

Partnering for Success and Compliance at United Planners

Michelle Bergman, Supervision Manager
United Planners Financial Services

Deepening Advisor-Client Engagments with BeFi20

Billy Oliverio, EVP & Chief Marketing Officer
United Planners Financial Services

United Planners Keeps Service Standards High and in Demand

Aaron Spradlin, Chief Information Officer

Client Centric System: one form – one record

Aaron Spradlin
Chief Information Officer
United Planners

Conference Connections

Billy Oliverio
EVP & Chief Marketing Officer
United Planners

True Partnership with Compliance

Dave Hauer
Chief Compliance Officer

Clients want to know “What happens to them if something happens to you”?

Sheila Cuffari-Agasi
EVP & Chief Revenue Officer
United Planners

Main benefits of our Limited Partnership structure

Michael A. Baker
President & Chief Executive Officer
United Planners

What makes United Planners unique?

Michael A. Baker
President, CEO and General Partner

What motivates Sheila every day?

Sheila J. Cuffari-Agasi
Executive Vice President, Chief Revenue Officer and General Partner

How does Billy remain passionate about United Planners?

Billy Oliverio
Executive Vice President, Chief Marketing Officer and General Partner

Latest Culture Video

Why do you enjoy your role at United Planners?

Linda Bradle
Home Office OSJ Manager

Bigger is not always Better!

Ken Brundage
Trader

Culture & Leadership

Brian Kobel
Product Support Specialist

Passion and Drive

Thane Walton
Assistant VP, Retirement Plan Services and Practice Management

Culture matters!

Sonja Lockhart
Corporate Brand Manager

Sheila Cuffari-Agasi – Why United Planners?

Sheila Cuffari-Agasi
Executive Vice President, Chief Revenue Officer and General Partner

Similar Values

Sara Vogelsanger
Transition Experience Consultant

Passionate about Partnership

Rose Tipton
Vice President, Operations and Trading

Partnership gives you a voice!

Michael Baker
President, Chief Executive Officer and General Partner

We support our Advisor’s in the field

Joseph Zachary
Compliance Manager

It’s all about the challenge!

Darrick Davis
Resource Development Coordinator

Family

Chad Shindel
Executive Vice President, Chief Financial Officer and General Partner

Aaron Spradlin is passionate about Business Solutions

Aaron Spradlin
Chief Information Officer

Core Values

Michael Kneip
Partner Development Consultant

Strength and Stability

Billy Oliverio
Executive Vice President, Chief Marketing Officer and General Partner

Culture counts!

Scott O’Keeffe, Assistant Vice President
Partner Development