Kim Allen*, Certified Financial Fiduciary
Founding Partner (UPA)
Kim G. Allen, LUTCF, is the Founding Partner of United Professional Advisors, bringing nearly four decades of experience in comprehensive financial planning, business succession, and estate planning.Kim is dedicated to helping...
Read more
Zachary Allen, LUTCF
Managing Partner
Zachary Allen is the Managing Partner of United Professional Advisors (UPA) and co-founder of United Professional Benefits (UPB). He leads with a relationship first approach: Clear direction, fast follow-through, and real...
Read more
Neil Freeman
Partner
With over 40 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 a...
Read more
Emily Eiss-Sigel
Chief Operating Officer
Emily Eiss-Sigel is a dedicated professional with nearly a decade of experience in the health insurance and third-party administrator (TPA) industry. She brings a strong background in operations, client service, and business strategy,...
Read more
Samantha Robbins
Director of Risk Management
Samantha Robbins is the Managing Director of Risk Management at United Professional Advisors (UPA).She has years of experience in building and growing client relationships, always putting the clients needs first. She joined United...
Read more
Colton Goodwine
Managing Director of Financial Planning
Coltan was born and raised in Rochester, NY. He joined the United Professional Advisors team in 2020 and brings in-depth financial expertise that serves as a valuable asset to the firm. Coltan is dedicated to helping clients by...
Read more
Brett Shippee
Financial Consultant
Brett Shippee brings more than a decade of experience in the insurance and retirement services industry, shaped early in his career by mentorship from leaders with over forty years of expertise at Foy Benefits Inc., where he served as...
Read more
Hayden Freeman
Financial Advisor
Hayden Freeman was the flagship student to graduate from SNHU with a bachelors in financial planning working with the professors and staff to make the program what it is today. His goal is to have all clients feel positive towards...
Read more
Rich Miles
Financial Advisor
With over 30 years of experience in sales across multiple industries, I’ve built my career around one principle: helping clients make informed, confident decisions. I’ve owned, operated, and successfully sold multiple businesses,...
Read more
Sage Harosia
Financial Advisor
Your biggest asset is your ability to continue to earn an income through all the stages of your life. My focus is to protect and grow that income. In my time at Wegmans Food Markets as a Corporate Food Safety Manager I found a caring...
Read more
Arnie Pechler, CFP®, LUTCF
Financial Advisor
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...
Read more
Why Second-Generation Financial Professionals Chose Their Family Path
Learn more about why our family chooses to work together to serve your needs. With multiple generations working together, we are better positioned to help you reach your financial goals.
On The Mark: 2026 Market Outlook
Learn more about the many important factors impacting your investment decisions in 2026.