Your Team
Mark Chmielewski, CIMA®
Mark has been advising individuals, companies, and charitable organizations on Investment Strategies, Insurance, Tax and Estate Planning matters for over 25 years. He holds the prestigious Certified Investment Management Analyst designation CIMA® offered in conjunction with the Investment Management Consultants Association and the Wharton School of Business at the University of Pennsylvania. As the Managing Director for the Tampa Bay Region of United Capital, Mark develops an investment policy for the assets of retirement and pension plans, reviews current implementation of the plan, and monitors the investments and performance of its managers.
Mark began his career as a Commercial Real Estate Broker in 1983. In 1984, he joined Burnside Lee and Associates, a financial planning firm in Largo, Florida where he was licensed to offer securities with IM&R, an affiliate of Raymond James and Associates. In 1989, Mark co-founded Successful Retirement Planning Inc. In addition, he hosted a radio show on financial investing matters for many years on WLVU and WGUL and was a guest speaker for many community groups, associations, and news networks.
Mark is a Registered Investment Advisor (RIA) with clients in the United States and Internationally. He is also affiliated with an Independent Broker Dealer, Girard Securities, Inc., holding licenses as a registered securities principal (Series 24) and a general securities representative (Series 7).
Mark currently serves on the Investment Oversight Committee for the city of St. Petersburg, Florida. They oversee the investment process for over 500 million in assets for the cities reserves and employee pension plans for the police, fire and employee pension plans. Mark also serves on the Pier Advisory Task Force, the Pier Finance Committee and is a member of the President’s Associates Board for Eckerd College.
Mark and his wife Linda have two daughters in college (Boston College and the University of Florida) and their eldest daughter, Kirsten, has joined the office as a Relationship Manager. Mark enjoys all the water has to offer as well as traveling and golf.
Kim Walker
Practice Manager/Senior Relationship Manager
kim.walker@unitedcp.com
Kim has been with United Capital of Tampa Bay, formerly Successful Retirement Planning, since its inception in 1989. She brings more than 30 years of experience in the financial services industry to her dual role as a Practice Manager and Relationship Manager. In addition to providing operational oversight for the completion of new business and investment repositioning, Kim uses her strong leadership skills, organizational capabilities, and her ability to communicate efficiently and effectively to ensure that clients receive an exceptional overall experience working with United Capital.
Kim holds FINRA Series 7 and 66 securities registrations and in 1984 received her CFP® designation.
Originally from Norwood, MA, Kim lives in St. Petersburg with her husband Skip. She has two children and a beautiful grandson. They enjoy outdoor activities such as kayaking and biking and are avid Tampa Bay Rays fans.
Sheila Bewley, CSA®
Senior Relationship Manager
sheila.bewley@unitedcp.com
Sheila has more than 15 years of experience in the financial services industry and has been with United Capital of Tampa Bay, formerly Successful Retirement Planning, since 1995. As Senior Relationship Manager, Sheila takes a holistic approach to financial planning, fostering a deep relationship with her clients to provide consistent and excellent service at all times. She is a designated Certified Senior Advisor (CSA®) and holds her Series 6 and Health & Variable Annuity securities licenses. Sheila strongly believes in cultivating and enhancing client relationships and enjoys hearing their stories of travel and family.
In addition to spending time with her daughter, Kelsea, Sheila enjoys cooking, shopping, and spending time with friends. She also volunteers annually for the Sertoma Speech & Hearing Foundation.
Beth Phillips
Relationship Manager
beth.phillips@unitedcp.com
Beth began her financial services career over 17 years ago and has served as Relationship Manager for United Capital of Tampa Bay, formerly Successful Retirement Planning, since 2003. Beth works directly with clients to review their goals, spendings, and holdings so that they can realize their dreams. She is also in charge of our new Legacy Program and has enjoyed helping clients put the final touch on the softer side of their estate planning. Beth believes in building relationships with clients and takes great pride in making sure that they make the most of their One Best Financial Life™.
Beth had the honor to work as a Retirement Specialist with Franklin Templeton where she created a presentation that was used in California and Florida to give employees a better understanding of the securities industry. She currently holds FINRA Series 7 and 66 securities registrations as well her Health Life and Variable Annuity license.
Beth and her husband Ron, a civil engineer, have two children, Kris and Kerriann. Beth enjoys reading and babysitting her granddaughter, Alex, who is the “light of her life”.
Ken Allgood
Advisor/Production Manager
ken.allgood@unitedcp.com
Ken has over 25 years of experience in accounting and taxation and has managed his own private practice since 1992. His primary responsibilities as Production Manager include overseeing the quality and accuracy of reports delivered to clients, analysis and design of allocation models, and assisting with tax planning considerations of portfolio management. In addition, Ken advises clients on stocks, mutual funds, and annuity products while providing invaluable technical and analytical skills to the firm. He values building personal relationships with clients, many who have been friends for 20 years or more. Ken served 6 years in the Navy and loves to find places he has traveled in common with clients.
Currently, Ken belongs to the National Association of Tax Practitioners (NATP) and National Society of Accountants (NSA). Ken also holds his FINRA Series 6, 66, and NASAA Series 65 securities registrations.
Originally from Washington D.C., Ken lives in New Port Richey with his life partner of over 15 years, Elizabeth. He has two sons, Daniel and Jonathan, and two grandchildren, Lizzie and Robert. In his spare time, Ken can be found enthusiastically attending both Lightning and Rays games in Tampa Bay.
Janet Christiansen
Operations Manager
janet.christiansen@unitedcp.com
With over 20 years of customer service experience in the financial services and health care industries, Janet provides invaluable support and enthusiasm to our team. As Operations Manager of United Capital of Tampa Bay since 2004, Janet is responsible for establishing and maintaining the operational concerns and paperwork associated with customer accounts. She also assists relationship managers with incoming inquiries and scheduling so they may effectively communicate with their clients. Janet holds her FINRA Series 7 and NASAA Series 65 securities registrations and completed several courses in accounting and business administration. She provides a friendly atmosphere with her cheerful personality and enjoys assisting clients so that they may achieve their goals.
Janet is from Denison, IA and currently has lived in New Port Richey since 1992 with her husband, Chad. They have two daughters, Lindsey and Hannah, who attend University of Florida and Pasco Hernando Community College. Janet enjoys reading, watching football (Go Bucs!), and spending time with her family.
Kim Pagliaro
Administrative Manager
Kim joined United Capital of Tampa Bay in 2007 and has over 30 years of customer service experience. Prior to joining United Capital of Tampa Bay, Kim worked as a Loan Officer and District Manager for a mortgage company and holds her Mortgage Broker’s License. As Administrative Manager, she provides administrative support for our firm, monitoring client accounts and managing incoming calls and clients. Most importantly, Kim helps the office run smoothly with her calm efficiency and dedication to quality client service.
Since moving from New Jersey in 1986, Kim enjoys traveling around Florida with her husband, Jerry, and their two dogs, TJ and Maxx. Additionally, she loves to cook, read, and spend time with her extended family including two young grandchildren.
Kirsten Chmielewski
Relationship Manager
kirsten.chmielewski@unitedcp.com
Kirsten is the newest addition to our team and daughter of Mark, Managing Director. After working on and off at the firm since childhood, she is excited to join the team permanently. Kirsten graduated in 2010 with a degree in Anthropology from Bowdoin College in Brunswick, Maine and has also studied abroad in Copenhagen, Denmark. She brings a wealth of experience in emerging technology and has worked in several museums doing research, photographic management, and project development. As Relationship Manager, Kirsten directs the firm’s marketing efforts, utilizing her writing and photography skills to create and distribute content. She enjoys developing new ways to communicate with clients so that they may have an exceptional experience working with United Capital.
In her spare time, Kirsten enjoys photography and blogging about her travel experiences. She loves outdoor activities like biking and frisbee as well as cheering on her favorite hockey team, the Tampa Bay Lightning.