It’s not just about your money, it’s about your life.

Who you work with matters.

Joel Shaps

Joel Shaps, CFP®, CIMA®

Managing Director

joel.shaps@unitedcp.com

Joel oversees operations, client relations, business development and strategic planning for the United Capital office in Silicon Valley. With more than 40 years of experience in client service, enterprise management, mergers and acquisitions, Joel is a powerhouse of knowledge and dedication, which he shares with his staff and each of his clients.

Prior to joining United Capital, Joel purchased Bedrock Capital in 2001 after having been a client. He immediately began putting his own spin on things, hiring a top-notch professional team to support his vision. The result: Bedrock Capital Management evolved into a full-service comprehensive wealth management firm. In December 2015, Bedrock joined United Capital Financial Advisers as their anchor office in the Silicon Valley.

Joel has a history of taking the bull by the horns so to speak. He was just 24 when he was named a vice president at Neiman Marcus, the youngest in the company’s history. By 1990, Joel was running his own consulting business, which specialized in purchasing and accounts payable auditing for high tech firms. The Shaps Group was named one of the 500 fastest growing companies in the U.S. in both 1996 and 1997 by INC. Magazine. After selling the company to The Profit Recovery Group in 1997, he joined their management team as a division president until he left to head up Bedrock Capital Management.

Joel holds a Bachelor of Arts degree from the University of Pennsylvania. He is a professional member of:

  • The Financial Planning Association (FPA)
  • Investment Management Consultants Associations (IMCA)

Joel is also involved in the community as a member of the following:

  • Board of the Los Altos Committee Foundation
  • Chair of the LACF Investment Committee
  • Advisor to the Linda Noack Wiener Sarcoma-Oma Foundation

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In his free time, Joel loves playing just about any sport, which makes his passions a perfect metaphor for his life. “I think of life as a wonderful game that should be played. It has to have variety and be fun, challenging and exciting.”

Joel graduated from playing football and baseball in his youth to playing competitive squash, skiing and SCUBA diving as an adult. And many weekends he can now be found at the golf course or bicycling around the valley. Joel lives in Los Altos with his wife, Sally, who was his high school sweetheart. When they’re not playing sports, traveling or sipping fine wine, they’re rooting for the SF Giants and enjoying their two adorable grandchildren.

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    Eric Lewis

    Eric Lewis, CFA, CFP®

    Managing Director

    eric.lewis@unitedcp.com

    Eric is a Managing Director at the United Capital Silicon Valley office. He revels in complex client portfolios. The more twists and turns the better, as far as he is concerned. Joel met Eric at a financial conference in 2001. After realizing that he was clearly the "smartest guy in the room," Joel asked Eric to join him as a partner at Bedrock Capital Management, now the United Capital office in Silicon Valley. Eric’s intense intellect, experience and training are readily evident as he oversees client relations, tax planning and investment strategies for the office. Before joining Bedrock as partner, Eric held management positions at International Data Corporation, Hewlett-Packard, and a division of Standard & Poor’s.

    Eric received a Bachelor of Arts degree from Princeton University and an M.B.A. from Harvard Business School. He is CFA Charterholder and a CFP® certificant.

    Eric grew up in New York, where he took every opportunity to learn from his father who was an economist on Wall Street and worked in the regulatory division of the New York Stock Exchange. Visiting the NYSE as a small child, Eric loved the cacophony of sound that echoed around the floor and instilled a thrill he remembers today.

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    Eric and his wife, Sheryl, love to soak in the people, culture, food, museums and architecture as they travel around the globe. It’s hard for Eric to choose a favorite venue mostly because he can find something enjoyable to do wherever his travels take him. And with two grown sons, traveling together as a family makes any place a great vacation.

    Eric also cares deeply about philanthropy, giving of both his time and resources, “giving in tax-advantaged, intelligent ways!” He has served on the executive boards of the South Peninsula Hebrew Day School and Congregation Beth David, for which he currently serves as member of the legacy giving committee. Eric is also the chair of the investment committee for Hillel of Silicon Valley.

    When Eric’s not working, traveling, volunteering or hanging out with his family, he likes to hike and cycle the beautiful trails around the Bay. Always on a quest to learn, Eric notes, “I’m more knowledgeable today than I was yesterday, but less knowledgeable than I will be tomorrow.”

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      Tony Blagrove

      Tony Blagrove, CFA, CFP®

      Managing Director

      tony.blagrove@unitedcp.com

      Tony both advises clients and manages the portfolios for all of the clients of the United Capital Silicon Valley office. Having earned his Chartered Financial Analyst (CFA) designation in 2010 and his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2011, he now contributes his considerable intellect and energy to the United Capital Silicon Valley team, managing more than $300 million in assets. Tony previously worked as a financial analyst with Symantec.

      Tony holds a Bachelor of Science in finance and a Bachelor of Science in economics from Santa Clara University, both conferred in 2006.

      Tony is a professional member of:

      • The Financial Planning Association (FPA) of Silicon Valley
      • The CFA Society of San Francisco

      Tony also participates in his community as a:

      • Treasurer of the Financial Planning Association (FPA) of Silicon Valley
      • The CFA Society of San Francisco

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      Weekends will find him in the great outdoors, either backpacking, mountaineering, bicycling or trail running along with his wife, Lannie, and Penny, their chocolate Lab. His confidence and enthusiasm, while contagious, has also brought him face-to-face with a mama grizzly and her cubs in Montana and on a first-name basis with Search and Rescue while backpacking Washington.

      A native of Washington State, Tony roots for the Seahawks, Mariners and Sounders. Why? “Because I’m a sucker for the sports teams that never win.”

       

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        John Han

        John Han

        Wealth Adviser

        john.han@unitedcp.com

        John's role as a Wealth Adviser with United Capital is to develop and maintain client relationships through comprehensive financial planning and personal wealth management. He is responsible for guiding clients through the process of evaluating and executing financial strategies to achieve their financial goals such as: Retirement Planning, Education Planning, Estate Planning, Insurance Planning and Portfolio Allocation.

        He began advising clients over 13 year ago as a Financial Adviser with American Express and has held various positions from Portfolio Manager at Excelcia Capital Partners to Vice President at Beacon Pointe Wealth Advisors. He is a Certified Investment Management Analyst (CIMA®) through the Investment Management Consultants Association in conjunction with the Wharton Business School at the University of Pennsylvania.

        When he is not in the office, John enjoys mountain biking, golfing and lives in San Jose with his wife and two boys.

          Sharon Lacy

          Sharon Lacy, CFP®, CPWA®

          Wealth Manager

          sharon.lacy@unitedcp.com

          Sharon joined Bedrock Capital Management, now the United Capital Silicon Valley office, in 2006. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® professional with an emphasis on retirement income planning. She began her career as a computer engineer working at Hewlett Packard but discovered her true passion in financial planning and wealth management.

          Sharon specializes in Social Security and all areas of retirement income planning. As a Wealth Manager with United Capital she uses the latest technology to create detailed projections and plans in support of her client’s goals. She is a nationally recognized Social Security expert and used that expertise to create a free, online Social Security optimization tool called SSAnalyze!

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          Sharon is a member of the Financial Planning Association (FPA), the National Academy of Social Insurance (NASI) and the Investment Management Consultants Associations (IMCA). She holds a Bachelor of Science degree in electrical engineering from the University of Washington and a Master’s of Science in computer science from the University of California at Davis.

          Sharon thrives on excitement and is up for trying anything once. She holds a private pilot’s license, has kayaked with killer whales and once spent 10 days hiking through the Arctic National Wildlife Refuge. She lives in Capitola, CA with her significant other, David, and looks forward to traveling with their two grandsons.

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            Lois Springsteen

            Lois Springsteen, CFP®, EA

            Director of Operations

            lois.springsteen@unitedcp.com

            Lois wears many hats at the United Capital Silicon Valley office. In addition to managing operations, the back office and IT functions, ensuring they run efficiently and smoothly, Lois also serves as the office's Director of Operations. No stranger to technology, Lois previously supported the software development efforts as a project engineer for the Air Force Satellite Control Network while first at Unisys Corporation and later at The Aerospace Corporation.

            Lois holds a Bachelor of Arts degree in natural sciences from California State University, Chico. She received a Personal Financial Planning Certificate from The University of California, Santa Cruz in 2004.

            Lois is a professional member of:

            • The Financial Planning Association (FPA), where she served as the former executive director of the Silicon Valley Chapter
            • Member National Association of Enrolled Agents and California Society of Enrolled Agents

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            Lois’s wheels never stop spinning. Literally. To say that she is an active participant in the sport of randonneuring (rahn doe ne ring), long-distance cycling, is an understatement. Lois holds the distinct honor of being the only American woman to have completed the Paris-Brest-Paris Grand Randonneé seven times. PBP is held once every four years with the most recent event in August of 2015. She is also a twelve-time recipient of the Super Randonneur Award; twice she has received the R5000 Award and, in 2012, Lois earned the Ultra Randonneur Award. She earned the RUSA Cup in 2013 and the Mondial award in 2014.

            Lois is passionate about spinning her wheels to help others as well. A portion of the more than 130,000 miles she has put on her bike has been in support of the San Francisco AIDS Foundation for which she has raised over $200,000 since 1996.

            Oh, and lest you think her feet are not firmly planted on the ground, Lois has also climbed both Mt. Shasta and Mt. Whitney. Lois loves to follow politics and urges all to exercise their right to vote!

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              Our culture is unlike other firms in our industry.

              We like it that way.

              Our job is to have good people, a good process and good judgment to help our clients make smarter choices.

              Jacob Loosle

              Jacob Loosle

              Relationship Manager

              Jacob.loosle@unitedcp.com

              Jacob started working in the Financial Services industry when he joined Bedrock Capital, now the United Capital Silicon Valley office, in 2013. He is a graduate of the Jon M. Huntsman School of Business at Utah State University, where he received a Bachelor’s degree in accounting with a minor in personal financial planning. He is a CERTIFIED FINANCIAL PLANNER™ professional which means he has met the rigorous experience and ethical requirements of the CFP Board, successfully completed financial planning coursework and passed the CFP® Certification Examination.

              As a Relationship Manager, Jacob works closely with clients to help them coordinate all aspects of their financial lives such as: retirement planning, tax planning, investment planning, estate planning and insurance planning. His past work experience has provided a vast array of expertise in working with people: he has served as a debt collector, a door-to-door salesman, and a missionary for his church.

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              Jacob is a transplant to Silicon Valley having grown up in Logan, Utah. Most of his free time is spent playing basketball, tennis, traveling with his wife and supporting his favorite sports team the Golden State Warriors!"

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                Elyse Costanzo

                Elyse Costanzo

                Relationship Manager

                elyse.costanzo@unitedcp.com

                Elyse began her career in the financial industry in 2012 where she worked for a boutique firm that specialized in retirement planning. She joined Bedrock Capital in 2014 with the intention of expanding her experience in the field; with the transition to United Capital, she is now in the process of pursing her CFP® certification. Elyse is a graduate of California State University, Northridge where she earned her Bachelor’s degree in Communications and minored in English.

                As a Relationship Manager for the United Capital Silicon Valley Office, Elyse supports the advisors' in all aspects of wealth planning. She also manages the onboarding process for all new clients and facilitates client development throughout the process.

                Elyse is a professional member of:

                • The Financial Planning Associate (FPA) of Silicon Valley

                Aside from work, there are a few other things Elyse is passionate about: sports (she’s a big fan of Major League Baseball and the San Francisco Giants) animals, exploring the outdoors, and fishing! Elyse and her husband Mike love traveling to the many beautiful lakes and national forests of California. Some of their favorite places to visit with in the state are Inyo National Forest, Yosemite National Park, and Mammoth. Spending time on the water is her absolute favorite; whether she’s casting out a line or just sitting at the edge of a dock, enjoying the scenery. Her home away from home is at a lake house in Groveland where she and her husband can fish, play golf, barbeque, and relax all they want.

                  We are people that care deeply about improving your world and we do the hard work to make it happen.

                  Chris Piega

                  Chris Piega

                  Portfolio Specialist

                  chris.piega@unitedcp.com

                  As a Portfolio Specialist, Chris focusses on trading, reporting, and portfolio management. He also adds value providing guidance and oversight in other areas including client services, onboarding, and operations. Chris has over ten years of experience in the financial industry with previous roles involving client service, alternative investments, securities operations, tax reporting, and business analysis.

                  Prior to joining United Capital, formally known as Bedrock Capital Management, Chris had the privilege cultivating his skills at First Republic Private Wealth Management and Charles Schwab. Chris holds a Bachelor of Science degree in Finance from San Francisco State University. Prior to Financial services, Chris worked in IT and Telecommunications.

                    Summer Daines

                    Summer Daines

                    Client Service Manager

                    summer.daines@unitedcp.com

                    Summer began her career in the financial planning industry when she joined United Capital in 2015. She is a graduate of the Jon M. Huntsman School of Business at Utah State University, where she received a Bachelor’s degree in both accounting & finance, with a minor in personal planning. She is excited to continue to grow her career as part of the United Capital team and is thrilled to have the opportunity to work in financial planning, which she considers one of her greatest passions. She is in the process of pursuing her CFP® certification.

                    As a Client Service Manager, Summer assists clients by answering questions, scheduling meetings, and coordinating transactions. She has previously worked in accounting as a tax preparer and in insurance as a premium auditor. She loves getting to know people and helping them achieve their goals.

                    Summer is new to the Bay Area, recently moving from Utah with her husband, Ken. She enjoys traveling and has spent time in Asia, Central America, and Africa. Summer loves all types of food, and can often be found in the kitchen cooking up a new recipe. She is the oldest of six kids, and loves spending time with her family.