United Professional Advisors is dedicated to making a meaningful positive difference in the financial lives of our clients. Through teamwork , service, and innovative plan development we will help empower our clients to keep the promises they have made to themselves, their families, and their community. We will respect each individual client's principles and values and become their trusted advisor as we guide them to reach their full potential.
Whether you are a veteran of success or are just starting to manage your portfolio, United Professional Advisors can help you work towards your financial goals.
With your health and our team’s health in mind, our advisors are working remotely to comply with guidelines related to COVID-19. We have access to the technology we need to serve you at the highest level. You can reach us during normal business hours, by email and by phone. Please call the same number. We will hold virtual meetings and will contact you with more details about that process. Your financial well-being remains our top priority.
Enjoy the fruits of your labor. United Professional Advisors will help plan for your retirement and excite you for what’s to come.
Rising education costs require a forward-thinking plan. United Professional Advisors can help you prepare for one of life’s biggest investments.
We believe small businesses are the backbone of America. At United Professional Advisors, we do our utmost to help your business thrive.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Certified Retirement Counselor®
Vice President of Financial Planning
Client Relations Manager
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.