An Organizational Shakeup for United Planners

Registered independent adviser and broker/dealer firm United Planners Financial Services says it is enacting staffing and organizational changes to better serve its adviser partners.

The firm has appointed Mike Goyarts, who joined United Planners as a partner development consultant in 2013, to the new position of practice management consultant. United Planners says the role was created to expand and improve services offered to client-advisers.

Goyarts has 20 years of experience in the industry and has served in business development and relationship management positions with TD Ameritrade, Charles Schwab and Pershing. In his new role, Goyarts will provide advisers with tactical support for practice management initiatives, with an emphasis on leveraging strategic partnerships and technology resources.

The firm says it has also added Thane Walton as a retirement plan consultant. Walton has worked in various sales and business development roles as an adviser to retirement plan clients, and as a business development officer supporting advisers, third-party administrators and recordkeepers. Most recently, Walton was a retirement plan regional sales manager with Mutual of Omaha. He previously worked with organizations such as Pacific Life, ADP, Principal Financial, Lincoln Financial and Mass Mutual.  

United Planners says it has also revised its organizational structure by creating a new division called Advisor Services. Led by vice president Billy Oliverio, the Advisor Services division is tasked with providing United Planners clients with retirement plan services, practice management support and investment advisory consulting.

United Planners Financial Services is a Securities and Exchange Commission-registered investment advisory firm and independent broker/dealer partnership serving hybrid advisers. The firm works with about 350 advisers in various markets across the United States, with headquarters in Scottsdale, Arizona. More information on the new hires and organizational shuffle is available at

Advisers interested in working with the firm can call United Partner’s partner development team at 800-966-8737.