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.

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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, 315-502-4183 x13 or via email at apechler@aicinvest.com.

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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, 315-502-4183 x11 or via email at arnoldpechler@aicinvest.com.

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Neil Freeman: With over 30 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.

 

 

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Daniel J. Miles, CLU, LUTCF, CLTC

Dan received his Bachelor of Science Degree from Salem State College in Salem, MA.  He has also completed numerous Financial Planning, Estate Planning, Investing, and Insurance courses from The American College.  Prior to entering the financial services and insurance industry, Dan worked in the non-profit sector for over 20 years, primarily in the Development, Finance, and Research areas.

Dan’s financial practice spans all aspects of insurance and financial planning for individuals, families, and business owners.  He has particular experience in Business Succession, Estate Planning, Retirement Plans, Employee Benefits, Disability, Long-Term Care, and Charitable Planning.

 

 

 


 

 

 

 

 

Blake Gillies: DIA. a DI Brokerage Representative for The DI Center since 2012 and represents Wealth Solutions, LLC in servicing as a Disability Brokerage outlet as a resource for all income protection needs. Blake is a 2010 graduate of Huntingdon College in Montgomery, Alabama, in which he earned a B.S. in Business Administration. During his college tenure at both Huntingdon College and Enterprise-Ozark Community College, Blake was a five-time baseball letterman.

After graduation, Blake accepted an internship with Ameritas Investment Corp. (AIC) and Ameritas Life Insurance Corp., both in Lincoln, NE. His internship was comprimised of working primarily with the Senior Vice President of Strategic Alliances. He also took a year-long tour of the various AIC Broker/Dealer departments. Since his hire in 2012, Blake has earned the Disability Income Associate )DIA) designation. Blake is a member of the NAIFA-Greater New Orleans Board and YAT Committee member and he resides in Metairie, Louisiana. Contact by phone at (985)-652-7702 or via email at blakegillies@thedicenter.com.

 


 

Jennifer Gerarve: CFP. the Vice President of the Financial Planning Division and is responsible for the preparation and implementation of the financial plans. Jennifer is the graduate of the University of New Orleans, where she studied mathematics with a concentration in economics. She earned her Certified Financial Planning (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc. as well as The Chartered Retirement Planning Counselor (CRPC®), and Chartered Retirement Plan Specialist (CRPS®) designations awarded by the College for Financial Planning. She began her career in the industry in 2003 and is dedicated to understanding the goals and dreams of each individual and thereby creating a customized plan as a roadmap to help achieve those goals.

Jennifer works with a local association by providing financial services education to its members, she is on the advisory board of the New Orleans Education League of the Construction Industry and is a member of the local Toastmasters Club. She is a native of New Orleans and has 3 children. Contact Jennifer via phone at (985)-652-7702 or via email at jgerarve@wealthasolutionsllc.com.

 

 

 

 

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