United Planners was formed in 1987 as a Limited Partnership. This very unique structure has withstood the test of time and creates an atmosphere of partnership and pride of ownership for financial professionals affiliated with the firm. Fifty-five percent of the firm’s annual profits are shared back with those financial professionals who qualify as Limited Partners.
President, CEO and General Partner
Mike is the President/CEO of United Planners. He currently holds his Series 7, 24, 27, 63 licenses and his CPA. Mike has a BS Business Administration and an MBA from the Arizona State University. Mike started working for United Planners in 1999. When not working, Mike enjoys spending time with his wife, and two children Emily and Mike.
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Executive Vice President/CRO & General Partner
Sheila is an Executive Vice President and is a member of the Executive Management Team. Her primary responsibilities include oversight of the sales, transition and advertising teams. She is also engaged in many special projects and critical initiatives for the organization. She currently holds her Series 7, 24, 63, 66, and life and health licenses and AIF designation. Sheila started working for United Planners in 2006, but began her career in financial services in 1993. When not working, Sheila enjoys spending time with her family, hiking and playing outdoor sports such as volleyball and softball.
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Executive Vice President, Chief Marketing Officer and General Partner
Billy is an Executive Vice President and the Chief Marketing Officer. He has been in the industry for 20 years. Billy has worked in small, medium and large sized firms in various executive capacities to tackle complex projects and initiatives. He has also served time in the regulatory environment as the Chief Investigator of Enforcement for the AZ Securities Division and has orchestrated all aspects of white collar crime investigations. Billy is an honors graduate of Arizona State University. His wife Conni keeps him in check and his two boys (Diego and Dante) provide endless entertainment, comic relief and adventures.
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Executive Vice President, Chief Financial Officer and General Partner
Chad is the VP of Compensation and Chief Financial Officer. Prior to joining United Planners in 2017, Chad worked as an auditor with Moss Adams, LLP and as a Corporate Accounting Manager with STORE Capital. He graduated from Arizona State University with a B.F.A. Degree in Photography and a B.S. Degree in Accountancy and currently holds his CPA and CGMA designations. When he’s not working, Chad enjoys all things outdoors; hunting, fishing, hiking, and camping.
CloseWith apprxoimately 500 registered financial professionals that were invited to affiliated with United Planners … This very unique structure has withstood the test of time and creates an atmosphere of partnership and pride of ownership for financial professionals affiliated with the firm. Fifty-five percent of the firm’s annual profits are shared back with those financial professionals who qualify as Limited Partners.
UP does not manage to the lowest common denominator
Culture of Trust & Culture of Compliance
UP does not manage to the lowest common denominator
UP does not manage to the lowest common denominator
Culture of Trust & Culture of Compliance
United Planners distinguishes itself in the financial industry through its remarkable open architecture, which sets it apart from conventional firms. Unlike many other financial institutions that promote proprietary platforms, United Planners takes a refreshingly unbiased approach. By not offering proprietary products, United Planners eliminates conflicts of interest and ensures that its financial advisors can act solely in the best interests of their clients. This commitment to independence allows advisors at United Planners to offer a wide array of investment options from various leading providers, empowering them to construct truly customized portfolios tailored to each client’s unique goals and risk tolerance. This open architecture framework fosters a transparent and client-centric environment, where the focus is on delivering optimal financial solutions that align with clients’ needs and objectives, rather than promoting in-house products. Through this approach, United Planners aims to establish a foundation of trust and integrity, placing the clients’ best interests at the forefront of every financial decision.
Freedom of Choice
Culture of Trust & Culture of Compliance
UP does not manage to the lowest common denominator
Culture of Trust & Culture of Compliance
