Our Associates

 

Kim Allen, LUTCF, is managing partner of United Professional Advisors with over twenty five (25) years of experience focused on Business and Estate planning. He is committed to helping his clients achieve their financial goals for themselves, their families and their businesses by providing them with strategies for asset accumulation, preservation and transfer. He is very active in several local and national professional associations. Kim is a graduate of the State University of New York at Albany and is married with four (4) children.I can be reached at our Watertown office, 315-779-0700 or via email at kallen@aicinvest.com.

 

Arnie PechlerCFP, LUTCF, LLIF.  My mission is to make a meaningful positive difference in the lives of my clients,and in doing so become their lifetime trusted advisor. I have an MBA from California Coast University and am very involved in my community. I belong to numerous industry and professional associations. I enjoy the outdoors as an active father and grandfather. I can be reached at our Palmyra office, 315-502-4185 x13 or via email at apechler@aicinvest.com.

 

Arnie Pechler Jr.: Certified Retirement Counselor® . Focuses on creating comprehensive financial plans for individuals & families, with a focus on retirement income. A member of the National Association of Insurance and Financial Advisors, Arnie holds a Physics degree from Rensselaer Polytechnic Institute (RPI). He can be reached at our Palmyra office, 315-502-4185 x11 or via email at arnoldpechler@aicinvest.com.

 

 

 

 

Neil Freeman: With over 26 years of experience my main focus is on business and individuals. My goal is to help clients reach their financial potential and become a respected member of their planning team. I am very active in the community and I am wrestling coach for Copenhagen Central School. I can be reached at our Watertown Office 315-779-0700 or via email at:

nfreeman@aicinvest.com.

 

 

 

Rich ManganAs an Investment Advisor Representative, my focus is providing long term retirement planning strategies, wealth transference and estate planning for individuals, along with succession strategies and tax deferred planning for small business owners. I can be reached at our Watertown office, 315-779-0700 or via email at rmangan@aicinvest.com.

 

 

 

 

Nicole Jones:  Primary Account Manager.

I work with Arnie Sr. and Arnie Jr. to help serve our clients. My passion is working with people and helping them achieve their goals. I can be reached at our Palmyra office, (315) 502-4185, or via email at njones@aicinvest.com.

 

 

Dennis Chmiel: CLU, ChFC, CSA. I have been involved in the insurance industry for over 22 years, working with individuals and small businesses in the WNY area assisting them with their investment and insurance needs. I am a member of the local Association of Insurance and Financial Advisors, Society of Financial Service Professionals and the Insurance Club of Buffalo. I can be reached at our Lawtons office, 716-337-3460.

 

 

Check the background of Ameritas Investment Corp. or your Investment Professional on FINRA's BrokerCheck. http://brokercheck.finra.org