Your Destination Hybrid Partner With Offices Nationwide Since 1987

Culture videos - "My Whys"

United Planners Culture Video

What motivates Sheila every day?

Sheila Cuffari-Agasi, Senior Vice President

Partner Development

Why is Mike so passionate about working at United Planners:

Mike Goyarts, Assistant Vice President

Practice Management Services

What makes United Planners unique?

Michael Baker, Executive Vice President & CFO

Managing Partner

How does Billy remain passionate about United Planners?

Billy Oliverio, Senior Vice President & Chief Marketing Officer

Advisor Services

How is United Planners viewed as a strong, close family?

Dave Shindel, President & Chief Executive Officer

Managing Partner

Culture counts!

Scott O'Keeffe, Assistant Vice President

Partner Development