Team
At United Financial Center, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
As president and co-founder of United Financial Center, David works with financial clients across the nation, specializing in retirement and estate planning, tax preparation, and insurance.
Erik is a Retirement Specialist at United Financial Center helping clients assess their retirement needs and plan their course. He specializes in retirement and estate planning, tax preparation and alternative investments.
Jim is United Financial Center's Property and Casualty Insurance Specialist.
Daniel is a Retirement and Estate Specialist at United Financial Center. He is a registered representative with United Planners and holds Series 24, 7, 63, and 66 securities licenses.
Rena is an original founder and partner of United Financial Center. For more than 20 years she has been involved with the growth and direction of the company. She is a tax preparer, and also manages the company’s financial records and...
Andrea is the Customer Relations and Office Manager at United Financial Center. She has a Bachelor of Science degree from the College of Life Sciences at Brigham Young University where she also minored in Business. Andrea has helped...