United Wealth Advisors Group (UWAG) was founded in 2013 by NAIFA National Past President Keith M. Gillies, CFP®, CLU, ChFC®; Kim Allen, LUTCF; and Mark A. Cecil, CFP®. Each ran his own independent firm within Ameritas, and the trio decided to integrate their practices to improve continuity and efficiency. Over the years, more firms have joined the fold. Now, UWAG has over 40 advisors in seven offices across six states.
While each firm has its own specialty, they share a common focus on risk-based, comprehensive financial planning. UWAG President Brian Steiner sums up the company culture, saying, “Our whole mantra is ‘Better Together’. Our organization is built on collaboration and ‘do no harm'. We're a group that works collectively to serve the greater good.”