People

Leadership

Matthew Stone

CHIEF OPERATING

As chief operating officer, Jason Bradson is responsible for Financial Company's operations East and Central regions.

Steeve West

COMPLIANCE SPECIALIST

Serves as the tax technical leader for the Human Capital Services practice.

Avie Beaton

FOUNDER

As Founder, Avie Beaton is responsible for Financial Company's operations East and Central regions.

Our Experts

Eddie Adkins

PROJECT MANAGER

Serves as the tax technical leader for the Human Capital Services practice.

Steeve West

COMPLIANCE SPECIALIST

Serves as the tax technical leader for the Human Capital Services practice.

Anna Truman

HR BUSINESS ADMIN

As CEO, Antony Karlson is responsible for Financial Company's operations East and Central regions.

Kelly Orlando

MARKET PLANNING

Serves as the tax technical leader for the Human Capital Services practice.

Karla Avala

RISK MANAGMENT

Serves as the tax technical leader for the Human Capital Services practice.

Many Reed

OCCUPANCY

Serves as the tax technical leader for the Human Capital Services practice.

Seal Weak

HUMAN RESOURCES

Serves as the tax technical leader for the Human Capital Services practice.

Samu Kobayashi

LOGISTICS

Serves as the tax technical leader for the Human Capital Services practice.

Join the team

Thank you for your interest. We need you.
Please fill out the form in the contact section to inquire about opportunities in our company.

Send Your Message

[email protected]

Call Us

888-242-4912

Tennessee Office:

302 Innovation Drive Suite 310,
Franklin, TN 37067

Mailing Address/Ohio Office:

8170 Corporate Park Dr. Suite 300 Cincinnati, OH 45242

About Us

An Independent RIA created by Independent Investment Professionals

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United Advisor Group (“UAG”), is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. UAG, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.