Your Destination Hybrid Partner With Offices Nationwide Since 1987

Join UP

If you are an advisor considering affiliating with United Planners, click the link below to download our eKit.  Read below to learn more about the Steps of Affiliation and JoinUP to the new level of partnership today!

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About us

Learn more about our history, vision, leadership team and social activity on official UP site.

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White Papers & Resources

Find some of the resources United Planners has created to address many of the challenges facing the industry and what we've done as a firm to combat those.

White Papers & Resources


Contact Partner Development

Sheila J. Cuffari-Agasi

SVP, Partner Development

800-966-8737 x240

sjcuffari@unitedplanners.com

Sheila is an Executive Vice President. 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 O’Keeffe

Assistant VP, Partner Development

800-966-8737 x246

sokeeffe@unitedplanners.com

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 Allen

Consultant

800-966-8737 x257

callen@unitedplanners.com

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.
 

Robert Pier

Consultant

800-966-8737 x220

rpier@unitedplanners.com

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 Erece

Transition Specialist, Partner Development

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.

Sonja Lockhart

Manager, Partner Development

Sonja joined the UP family in January 2015. She began her career in financial services in 1995 working at JPMorgan Asset & Wealth Management with institutional and retirement accounts and more recently at Edward Jones in their Operations unit. Sonja enjoys spending time with her two adult children and family.  In her spare time she enjoys traveling, crafting and homebrewing  with friends.

Tracy Stout

Project Specialist, Partner Development

Tracy has been with United Planners since April 2014. She is originally from Utah and loves the outdoors, especially golfing, snow skiing, boating, camping and fishing. She also enjoys spending time with her family, gardening and working on DIY home projects.

Kris Cunningham

Advisor Experience Associate, Partner Development

Kris Cunningham has spent over 20 years affiliated with local Broker Dealers, Wire Houses and has worked on the Branch Office side of our business. She started her career with SunAmerica Securities in 1997 and has worked with firms such as: AIG, National Planning Corp, Commonwealth Financial Network, Genworth Financial Trust Company, Multi-Financial, Cetera, First Allied and Ameriprise Financial.
 
  Kris moved to Tucson, Arizona from New Jersey in 1982 to attend the University of Arizona (Go Wildcats!) and relocated to Phoenix in 1987. She has 2 grown children, Chelsea and Tyler who reside in Phoenix, and she was blessed with her first grandchild, Lincoln in 2017.  Her hobbies include live music, hiking, boating, reading, crocheting, strategic mind games and spending time with her family.