Broker Check

Our Associates

Kim Allen, LUTCF

Managing Partner

315-779-0700

[email protected]

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...

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Arnie Pechler: CFP, LUTCF, LLIF

Financial Advisor

315-502-4183 x13

[email protected]

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...

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Arnie Pechler Jr.

Certified Retirement Counselor®

315-502-4183 x11

[email protected]

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...
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Neil Freeman

Financial Advisor

315-779-0700

[email protected]

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...

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Daniel J. Miles, CLU, LUTCF, CLTC

Financial Advisor

585-657-6101

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...

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Jennifer Gerarve, CFP®

Vice President of Financial Planning

985-652-7702

[email protected]

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...

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