Broker Check

About Us

Our Primary Purpose

Throughout the course of my career I have found that working with an empowered associate can improve client experience exponentially.  So, I have always dedicated myself to training and teaching my support personal to be more than a body to answer the phone!

See for yourself how this commitment to readiness makes your life easier and saves you time!  Feel free to reach out to Jill about anything non-trade related, and see how quickly she can get your need handled.

No single strategy fits every investor, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office.  If not, check back as the content will change from time to time.  We look forward to speaking with you very soon!

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.


As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

JC Graham chose to partner with United Planners for several reasons, but the people are right at the top of the list.  They have the size and breadth needed to fully support the business of remote representatives.  United Planners offers a commitment to technology that few others can claim.  

Founded in 1987 and located in Scottsdale, Arizona, United Planners provides full brokerage, investment advisory, and insurance services to over 375 prestigious investment and financial planning professionals throughout the United States.  United Planners has over 150 years of collective experience among their senior management team. They are a member of the Financial Industry Regulatory Authority (FINRA), as well as with the Securities and Exchange Commission (SEC) and Securities Investment Protection Corporation (SIPC).

Their business philosophy is to provide the highest level of personalized investment advisory and securities brokerage services to a select group of consummate financial professionals. Their “client oriented” service and support coupled with the advanced technology offerings sets United Planners apart from other Broker-Dealer firms.

Learn more about United Planners.  

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