Unlocking Advisor Loyalty

Mike Baker shares United Planners' innovative approach to client services, leveraging cutting-edge technology and personalized solutions tailored to individual needs.

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Michael A. Baker
President & Chief Executive Officer, United Planners Financial Services

Mike is the President/CEO of United Planners. He currently holds his Series 7, 24, 27, 63 licenses and his CPA. Mike has a BS Business Administration and an MBA from the Arizona State University. Mike started working for United Planners in 1999. When not working, Mike enjoys spending time with his wife, and two children Emily and Mike.

Shannon Rosic
Shannon Rosic
Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

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Unlocking Advisor Loyalty
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