What Employees Say
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
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