Welcome to United Capital Tampa Bay
Experience wealth management, reimagined.
Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.
Glenn ShaneManaging Director
Kim WalkerSenior Director of Operations
Sheila Barker BewleyRelationship Manager
Ken AllgoodWealth Adviser/Relationship Manager
Janet ChristiansenRelationship Manager/Wealth Manager
Kim PagliaroAdministrative Manager
Kirsten ChmielewskiMarketing Specialist
Lynn DiazClient Service Manager
Glenn Shane, CFP®
Glenn Shane was raised in Florida, and a graduate of the University of South Florida. Glenn earned his Certified Financial Planner (CFP) designation in 1986 and was one of only 22 candidates nationwide to be selected by Prudential Securities for an innovative financial planning program. Glenn was an Analyst with Dun & Bradstreet, where he was named top Analyst seven times in two years.
Glenn formed his own independent company, Shane & Associates, a Registered Investment Advisers in 1988 before joining United Capital. He has served on the management advisory council at AIG Financial Advisors and has been a regular guest on talk shows in the Tampa Bay area. Glenn has obtained licenses as a Certified Financial Planner; Registered Investment Advisor Principal General Securities Principal; and Life, Health and Disability Agent as well as or Fixed and Variable Annuities.
Glenn has lived in the Tampa Bay area for over 30 years, currently residing in Palm Harbor with his wife, Lara, and son, Cooper.
Securities offered through Girard Securities, Inc. (“Girard”), a registered brokerdealer, member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Girard and United Capital are separate and unrelated companies. Check the background of this investment professional on FINRA’s BrokerCheck.
Senior Director of Operations
Kim Walker has been with the Tampa Bay office since its inception in 1989. She brings more than 35 years of experience in the financial services industry to her dual role as the Senior Director of Operations and Wealth 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 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 NASAA Series 66 securities registrations.
Originally from Norwood, Massachusetts, Kim lives in St. Petersburg with her husband, Skip. She has two children and three beautiful grandchildren. They enjoy outdoor activities, such as kayaking and biking, and are avid Tampa Bay Rays fans.
Sheila Barker Bewley, CSA®
Sheila Barker Bewley has more than 20 years in the financial services industry. As Relationship Manager with United Capital, Sheila takes a unique, holistic approach to helping service our clients. This relationship allows her to cultivate an environment where she and our clients are able to openly communicate.
Sheila is a Florida native and enjoys all the activities that the Gulf Coast of Florida has to offer. She is deeply committed to being a loving mother to her daughter, Kelsea, and a great friend to all who know her.
Wealth Adviser/Relationship Manager
Ken Allgood has over 25 years of experience in Accounting and Taxation and has managed his own private practice since 1992. His primary responsibilities include overseeing the quality and accuracy of reports delivered to clients, analyzing and designing of allocation models, and assisting with tax planning considerations of portfolio management. In addition, Ken advises clients on securities while providing invaluable technical and analytical skills to the firm. He values building personal relationships with clients, many who have been his friends for 20 years or more. Ken served six 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 and NASAA Series 65 securities registrations.
Ken lives in New Port Richey with his life partner, Elizabeth, 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.
Investment Advisory services offered through United Capital Financial Advisors, LLC (“United Capital”), an investment adviser registered with the SEC. Securities and additional advisory services offered through Girard Securities, Inc. (“Girard”), a registered broker-dealer, member FINRA/SIPC. United Capital and Girard are separate and unrelated companies. Check the background of this investment professional on FINRA’s BrokerCheck.
Relationship Manager/Wealth Manager
Janet Christiansen brings over 25 years of customer service experience in the financial services and health care industries. She has developed extensive knowledge of the special needs of our clients, helping them identify and achieve their financial planning goals.
Janet is a Relationship Manager and Wealth Manager of United Capital of Tampa Bay and holds her FINRA Series 7, NASAA Series 66 securities registration, and Florida Health, Life and Variable Annuity license. She has also completed several courses in Accounting and Business Administration. Janet provides invaluable support and enthusiasm to our team.
Janet is from Denison, IA and has lived in New Port Richey since 1992 with her husband, Chad. They have two daughters, Lindsey and Hannah. Janet enjoys reading, boating and spending time with friends and family.
Kim Pagliaro 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 important, 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 is a Marketing Specialist who manages the regional marketing and communications strategy for United Capital of Tampa Bay. She graduated from Bowdoin College in 2010 with a degree in Anthropology and worked in several museums doing research, photographic management and project development. Kirsten joined United Capital in 2011 to pursue a Marketing career and enjoys creating a unique and informative experience for our clients.
Kirsten and her husband, Peter, are world travelers and lived in Asia for several years. In her spare time, Kirsten enjoys photography and writing about her travel experiences. She is also a music enthusiast and sings in a rock band, choir and a cappella group.
Client Service Manager
Lynn joined United Capital of Tampa Bay in 2015 with more than 10 years of financial services industry experience. As Client Service Manager, Lynn is responsible for maintaining accurate client records, processing account requests, producing quarterly reports and providing other client support services.
Lynn lives in Wesley Chapel with her family and two dogs, Morty and Teddy. She loves the beach, reading and spending time with her family.
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7231 Little Road
New Port Richey, FL 34654
Securities offered through Girard Securities, Inc. (“Girard Securities”), a registered broker/dealer, member FINRA/SIPC. Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”) a Registered Investment Adviser. Girard Securities and United Capital are separate and unrelated companies. Check the background of this investment professional on FINRA’s BrokerCheck.