United Wealth Management, LLC

Alan Bewley is a financial advisor at United Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with United Wealth Management since 2004. In addition to his advisory role, he works as a flight officer for United Airlines. United Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and participants in the United Airlines Pilot Retirement Account Plan. The firm offers tailored asset-allocation advice through model portfolios and standalone financial planning, with a focus on managing accounts on a discretionary, continuous basis.

Harry Zinsser is a financial advisor at United Wealth Management, LLC in Charlottesville, VA, with five years of industry experience. He holds a Series 66 designation and has worked previously at Cetera Advisor Networks LLC, Virginia Asset Management, and Minnesota Life Insurance Co. Outside of financial advising, Zinsser serves as a pilot in the West Virginia Air National Guard and as a first officer pilot for United Airlines. United Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and participants in the United Airlines Pilot Retirement Account Plan. The firm emphasizes tailored asset-allocation advice through model portfolios and offers defined fixed-fee financial planning engagements, including a reduced-fee option for clients who assume a larger role in information gathering.

Daniel Lohmar is a CFP® professional with 20 years of experience at United Wealth Management, LLC, where he has worked since 2005. He also serves as a flight officer for United Airlines, a role he has held since 1997. United Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and participants in the United Airlines Pilot Retirement Account Plan. The firm employs tailored asset-allocation strategies through model portfolios and offers defined fixed-fee financial planning engagements.

Kimberly Voigt is a financial advisor at United Wealth Management, LLC in Nashville, TN, holding a Series 65 credential with three years of industry experience. Her prior roles include positions at Seven Springs Wealth Group, Paradigm Wealth Partners, and Frank Reynolds & Company. United Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and participants in the United Airlines Pilot Retirement Account Plan. The firm emphasizes tailored asset-allocation advice through model portfolios and offers defined fixed-fee financial planning engagements.

Elizabeth Turner is a Chartered Financial Consultant (ChFC®) with one year of industry experience. She has been with United Wealth Management, LLC since 2025. United Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and participants in the United Airlines Pilot Retirement Account Plan. The firm uses tailored asset-allocation advice implemented through model portfolios and differentiates itself with a fixed-fee financial planning engagement and specialized work with airline pilot retirement plan participants.