What Employees Say
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/CRO & 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
Bigger is not always Better!
Ken Brundage
Culture & Leadership
Brian Kobel
Passion and Drive
Thane Walton
Culture matters!
Sonja Lockhart
Corporate Brand Manager
Sheila Cuffari – Why United Planners?
Similar values
Sara Vogelsanger
Passionate about Partnership
Rose Tipton
Vice President, Operations and Trading
Michael Baker – Partnership gives you a voice!
Michael Baker
President, CEO & General Partner
We support our Advisor’s in the field
Joseph Zachary
Compliance Manager
It’s all about the challenge!
Darrick Davis
Chad Shindel – Family
Aaron Spradlin is passionate about Business Solutions
Aaron Spradlin
Chief Information Officer
Mike Kneip – Core Values
Michael Kneip
Partner Development Consultant
Billy Oliverio – Strength and Stability
Billy Oliverio
Executive Vice President & CMO
Why Scott – Culture counts!
Scott O’Keeffe, Assistant Vice President
Partner Development