Our Qualifications

Kathleen Henning: Certified Financial Planner and President of United Professional Associates, Inc. since 1991. Prior entering the financial services field, she spent 20 years in industry as a personnel manager. Kathleen is a member of the Financial Planning Association of Upstate New York and has earned her Life Underwriter Training Council Fellow.

Michelle Ashworth: Registered Financial Planner.  Michelle holds a Bachelor of Business Administration Technology Management:  Financial Services degree from SUNY at Alfred.  Michelle also holds the following security, advisory, and insurance licenses:  Series 7, Series 66, Life, Accident/Health, and Variable Life/Variable Annuities.

Rebecca Walker: Rebecca assists UPA with life and health insurance, and has worked with us for over eleven years.

Sharon Knab: Sharon has been our office administrator for the past five years and prior to joining UPA, Inc. had 25 years experience in the corporate environment.