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, Executive 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, President

Managing Partner

How does Billy remain passionate about United Planners?

Billy Oliverio, Executive Vice President & Chief Marketing Officer

Advisor Services

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

Dave Shindel, Chief Executive Officer

Managing Partner

Culture counts!

Scott O'Keeffe, Assistant Vice President

Partner Development