Contact Partner Development

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.

Scott is a Assistant VP of Partner Development and Succession Coach with United Planners. He currently holds his Series 7, 24, 53, 63, and 65. Scott started working for United Planners in 2011, but began his career in financial services in 1996. When not working, Scott enjoys spending time with his three children, Fiona, Kevin, and Declan, and wife, Stacy.

 

China is a Partner Development Consultant. She began her career in staffing and recruiting with a strong focus on recruiting high level finance professionals across the country.  She joined the United Planners Partner Development team in 2016.  When not busy at United Planners, China enjoys hiking, yoga, traveling and spending time with her family.
 

Bob brings over 25 years of experience in the Financial Services industry, most recently as Managing Partner of his own 3rd party recruiting firm for many of the top IBD and Wirehouse firms. His background also includes 16 years as a Financial Advisor with Merrill Lynch and A.G. Edwards in Denver, CO. Bob is originally from New York where he spent 13 years as a seat owner and professional options trader on the New York Commodities and New York Mercantile Exchanges. Bob has lived in Denver for the last 18 years with his children, Jessica and Michael, and his girlfriend Susan. Bob enjoys fitness, hiking, wine and golf.

Jane joined the firm in March 2000. She holds a Bachelors Degree in Business Administration. Jane is a transition specialist serving as the primary contact point for Advisors and their staff transitioning to United Planners. In her spare time she enjoys spending time with her family, friends and a variety of outdoor activities.