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.

About Our Office

The United Capital Tampa Bay office works with clients to help improve their lives with a goal to give them genuine control over their financial lives. We utilize a dynamic process based on the life you want to lead and continually adapt to the changing world and your needs. After all, isn’t ensuring that you can live the life you want what a wealth manager is for? We call it Financial Life Management.

In addition to our New Port Richey location, our team is also located in Tampa, FL at:

330 W. Bearss Avenue
Tampa, FL 33613
Phone: 813-961-5926

Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

Mark Chmielewski
Managing Director
Glenn Shane
Managing Director
Kim Walker
Senior Director of Operations
Sheila Barker Bewley
Relationship Manager
Ken Allgood
Wealth Adviser/Relationship Manager
Janet Christiansen
Relationship Manager/Wealth Manager
Kim Pagliaro
Administrative Manager
Kirsten Chmielewski
Marketing Specialist
Lynn Diaz
Client Service Manager
close

Mark Chmielewski, CIMA®

Managing Director

mark.chmielewski@unitedcp.com

Mark Chmielewski has been advising individuals, companies and charitable organizations on Investment Strategies, Insurance, Tax and Estate Planning matters for over 30 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 an Investment Adviser Representative with clients in the United States. He is also registered 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 is on the board of the Polywogs Charities and served on the Investment Oversight Committee for the city of St. Petersburg, Florida. They oversaw the investment process for over $500 million in assets for the city reserves and employee pension plans for the police, fire and other employees. Mark also served on Pier Advisory Task Force, the Pier Finance Committee and President’s Associates Board for Eckerd College.

Mark and his wife, Linda, have three daughters, who they love to visit in Memphis, Philadelphia, and New York City. Mark enjoys all the water has to offer as well as traveling and golf.


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.

close

Glenn Shane, CFP®

Managing Director

glenn.shane@unitedcp.com

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.

close

Kim Walker

Senior Director of Operations

kim.walker@unitedcp.com

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.

close

Sheila Barker Bewley, CSA®

Relationship Manager

sheila.bewley@unitedcp.com

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.

close

Ken Allgood

Wealth Adviser/Relationship Manager

ken.allgood@unitedcp.com

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.

close

Janet Christiansen

Relationship Manager/Wealth Manager

janet.christiansen@unitedcp.com

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.

close

Kim Pagliaro

Administrative Manager

kim.pagliaro@unitedcp.com

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.

close

Kirsten Chmielewski

Marketing Specialist

kirsten.chmielewski@unitedcp.com

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.

close

Lynn Diaz

Client Service Manager

lynn.diaz@unitedcp.com

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.

Start the conversation

7231 Little Road
New Port Richey, FL 34654
727-846-8555

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.