UNITED FINANCIAL CENTER - Key Persons
Carlee is a Retirement Specialist at United Financial Center. She is a registered representative with United Planners and holds Series 7 and 66 securities licenses. She also holds health and life insurance licenses.
Carlee graduated from Brigham Young University with a bachelor's degree in History and a minor in Anthropology in 2010. She graduated from Kent State University with a master's degree in Library and information Science, emphasizing in Museum Studies, in 2015. She learned how to speak Spanish by spending 18 months in Argentina and joined United Financial Center in 2019.
Carlee is active in her church and the community and enjoys traveling and participating in both long-distance races and mud-runs. Her greatest achievement to date is successfully completing the Phoenix-Mesa Marathon in 2019.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
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.
Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and financial advisor focusing on retirement and estate planning at United Financial Center. He is a registered representative with United Planners and holds Series 24, 7, 63, and 66 securities licenses. Daniel is an instructor at Pima Community College where he teaches retirement and estate planning. He also holds health and life insurance licenses.
Additionally, Daniel has received his certification as an Enrolled Agent from the IRS.
Daniel graduated from the University of Arizona with a bachelor's degree in Business Administration, majoring in Finance. He is fluent in Hungarian and joined United Financial Center in 1997, beginning full-time in 2006. Daniel lives in Tucson with his wife and four boys, is active in his church and the community and is an avid sports fan.
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. He leads United Financial Center's investment team which analyzes and sets investment strategies for each individual client.
David is a Partner and a Registered Representative with United Planners Financial Services, which is based in Scottsdale, Arizona, with over 300 nationwide advisors. He holds Series 7 and 63 Securities licenses, and is licensed in numerous states in Property, Casualty, Long Term Care, Health, Disability, and Life insurance. He has served southern Arizona as a tax preparer for over 20 years and is a member of the National Association of Tax Professionals.
David graduated summa cum laude from Brigham Young University with a bachelor's degree in communications and a minor in business, and was a Hinckley Scholar and member of Kappa Tau Alpha.
David currently teaches retirement planning courses at Pima Community College, and has been associate faculty at the University of Phoenix where he taught Certified Financial Planning courses. He previously worked as a television news anchor/producer and financial reporter. He is the author of "The Real Time Bomb: The Aging of America and the Retirement Crisis," published in 2005, and is an honoree in Who's Who. David has served on the boards of non-profit organizations including the Boy Scouts of America, DeGrazia Foundation, was an on-air fundraiser for Arizona Public Media for many years, and sang with the Tucson Symphony Orchestra Chorale. He is currently active as a lay leader in his church. David and his wife, Rena, have been married for more than 40 years; and have four wonderful children, and eleven exceptional and special grandchildren.
Job Titles:
- Instructor at Pima Community College
- Registered Representative
- Retirement Specialist
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. Erik also manages of the company marketing team and helps plan and supervises company events.
Mr. Ludvickson is a registered representative through United Planners and holds with Series 6, 7 and 63 securities licenses. Erik has been a Tax Professional for the last 7 years and is a member of the National Association of Tax Professionals. He also holds licenses in property and casualty insurance, health and life insurance, and is a Registered Notary. Erik joined United Financial Center team in 2003.
Erik is currently an instructor at Pima Community College where he teaches retirement planning courses. Erik served our nation in the Navy for 4 years before moving to Tucson in 1989 where he currently resides with his wife and two sons. Erik is an avid sports fan and has coached several youth sport teams.
Jade is the Front Desk and Client Relations Manager at United Financial Center.
Jim is United Financial Center's Property and Casualty Insurance Specialist. As an Independent Insurance Agent, he helps United Financial Center's clients compare quotes from over a dozen companies to find the insurer that is the best fit for their Auto and Home Insurance needs. He also helps small business owners with Business Owners and Commercial Liability policies. Jim is licensed for Life and Health Insurance and has his Series 7, 63 and 66 Securities Licenses.
Jim graduated from the University of Arizona with a Bachelor of Science Degree in Economics and has been working full-time at United Financial Center since 1996 and full time since 2003. Jim lives in Tucson with his wife Danielle and son Logan. He is fluent in Spanish, loves volunteering at his church, reading and writing.
Job Titles:
- Founder
- Partner I Co - Founder
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 administration.
Rena is a 4th generation Tucson native as her great grandparents settled here in the late 1880s. Her hobbies include family history, cooking, nutrition, reading and singing. She is a member of the Tucson Symphony Orchestra Chorale. In her spare time, Rena teaches a cooking class and loves to travel and experience different cultures while expanding her knowledge of the foods there. Closer to home she loves to hike the beautiful foothills of our Tucson deserts and mountains. She is active as a lay leader in her church.
Closest to Rena's heart is her family. Rena has been married to David Hoefferle for more than 40 years. They have 4 marvelous children and 11 wonderful grandchildren.