Welcome to United Capital Danville

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

Your goals and aspirations, the way you live your life and the manner in which you hope it unfolds will evolve with time. Over the course of your life, change is the only constant. Sometimes we choose to retire sooner or give major gifts to people we care about. Other times, whether it’s higher inflation or a change in the tax code, we don’t have a choice. Whatever the cause, understanding how we should adapt to these changes while staying on course is the greatest challenge for every one of us in our financial lives.

The United Capital Danville office works with one goal in mind: to empower our clients with complete control over their financial lives. Our experienced and highly credentialed advisers work with your financial life management team to create a completely customized financial solution for you and your family.

GIVING BACK

We hold a deep, passionate belief that we must serve our local communities by giving back to organizations that touch the lives of those less fortunate. For more information on how we give back, click here.

Kelly Trevethan discusses his Speratus Winery Project with Bay Area People. Click here to view the segment. Kelly was also recently featured in Saint Mary’s Magazine. Click here to read the full article.

Affiliated offices:

San Francisco

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

Kelly Trevethan
Managing Director
Kathleen Hogan
Managing Director
C. Nathan Bergsma
Wealth Manager
Markelle C. Hochhalter
Sr. Relationship Manager
Teresa Matthews-Fletcher
Director Of Operations
Bobbye Jo Green
Administrative Manager
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Kelly Trevethan, CIMA®

Managing Director

kelly.trevethan@unitedcp.com
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Kelly Trevethan started his Wealth Management career in 1983 at Bear Stearns & Co. He earned the Certified Investment Management Analyst® (CIMA®) designation and the Investment Strategist Certificate from the Investment Management Consulting Association, completed at The Wharton School of Business at The University of Pennsylvania. Kelly is the Managing Director of the United Capital San Francisco office and is a member of the International Association of Registered Financial Consultants (IARFC).

In September 2008, Kelly launched Trevethan Capital Partners, now United Capital, a National Private Wealth Counseling Firm (www.unitedcapitalsf.com).

From 1995 to 2008, Kelly managed The Trevethan Group at Oppenheimer & Co., where he was a Managing Director of Investments with the firm and a member of the Oppenheimer & Co. Inc. Chairman's Council, a prestigious recognition awarded to the top Financial Advisers.

Kelly also co-founded the Physicians' Financial Resource Group, a team of Financial Advisers whose broad financial services platform focuses on subspecialty physicians and medical groups.

He holds Series 7 and 63, the General Securities Representative and Uniform Securities Agent State Law Exam registrations, and is licensed by the California State Life Insurance Board license.

He is a member of the Saint Mary's College Board of Regents, Investment Management Consultants Association (www.imca.org), Financial Planning Association (www.fpa.org ), San Francisco Estate Planning Council (www.sfepc.org), National Committee on Planned Giving (www.ncpg.org). Kelly is a member of the De La Salle High School President's Advisory Board (www.dlshs.org) and Advisory Council of World Arts West (www.worldartswest.org) and on the board of Alpha Omega Winery (www.aowinery.com). Kelly recently became a certified Dimensional Fund Advisor.

Kelly has started a new philanthropic winery project, www.speratuswinery.com, that donates 100 percent of its profits to provide scholarships for families below the national poverty level and at-risk youth to attend De La Salle High School in Concord California.

Kelly is a graduate of Saint Mary's College in Moraga, California, where he earned his Bachelor of Science in Economics in 1985.

Kelly and his family live in Diablo, California.

Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.


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Kathleen Hogan, CIMA®, CFP®

Managing Director

kathleen.hogan@unitedcp.com

Kathleen Hogan is a founding member of United Capital, formerly Trevethan Capital Partners (TCP). As a Managing Director, she takes a holistic approach to advising individuals, families and corporate executives in all facets of personal financial planning. These include investment management, asset allocation, insurance and estate planning. Kathleen began her career as a business consultant in the areas of human capital management, regulatory compliance and employee benefits. She transitioned her career to the securities industry with Stone & Youngberg, LLC, a specialty bond underwriting firm in downtown San Francisco. Later, Kathleen joined the Trevethan Group of Oppenheimer, Inc. in 2004 to provide education services to retirement plan participants and further grow the relationships with the team's high-net-worth clientele. Kathleen has earned the designation Certified Investment Management Analyst (CIMA), which she completed at The Haas School of Business at UC Berkeley. She is a member of the Investment Management Consultants Association (IMCA) and holds the Series 7 and 66 securities licenses.

Kathleen Hogan is a 14 year resident of San Francisco and a Bay Area native. She earned a BA from UC Santa Barbara. Kathleen and her husband, Darren, live in San Francisco's South of Market neighborhood, and in her free time she enjoys playing golf.

Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Registered representative & Investment Adviser Representative of and securities and additional advisory services offered through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. 


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C. Nathan Bergsma

Wealth Manager

Nathan.Bergsma@unitedcp.com

C. Nathan Bergsma graduated from the University of Redlands with a BS in Business Administration and a minor Mathematics. Prior to joining United Capital, he managed the Elite Adviser service team at FSC Securities in Atlanta, Georgia, and was an Associate Adviser at Anderson Financial Management Group in Redlands, California.

As a Wealth Manager with United Capital, Nate’s primary role is to provide top-tier support to firm clients and facilitate the relationship between clients and United Capital Advisers. He also provides analytical and operational support for client portfolios, participates in client meetings and performs various other tasks related to firm operations. Nate holds FINRA Series 4, 7, 24, 53, 63 and 65 securities licenses.

Nate currently resides in Pleasant Hill, California, with his wife, Natalie, and son, Chase. He enjoys cycling, skiing, and spending time with family and friends.


Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.


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Markelle C. Hochhalter

Sr. Relationship Manager

markelle.hochhalter@unitedcp.com

Markelle Hochhalter graduated from University of the Pacific with a Bachelor’s Degree in Communications and a minor in English.  Directly following graduation, Markelle worked as a Legal Secretary and became a certified Notary Public. Before joining United Capital, she was an Escrow Assistant for Fidelity National Title in San Francisco, California.

As the Senior Relationship Manager, Markelle works directly with clients to help ensure all their needs are met.  She also provides support to the Wealth Managers and Managing Directors. .  Markelle holds FINRA series 7 and 66 securities licenses. 

Markelle currently lives in San Francisco, CA and enjoys camping, gardening and spending time with friends and family. 


Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.


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Teresa Matthews-Fletcher

Director Of Operations

teresa.matthews-fletcher@unitedcp.com

Teresa Matthews-Fletcher brings 20 years of experience in the financial advisory arena, with the previous eight years being at United Capital. Her vast knowledge of Compliance and Regulatory policies, combined with her experience with industry rules and regulations, are assets she brings to our team each day. She also manages back office-related activities with our custodial relationships and ensures our clients receive consistent, complete service at all times. Teresa keeps the trains on the tracks as she supports multiple advisers all across the country.

When Teresa finds spare time, she loves to travel and will pretty much go anywhere with a beautiful beach. She enjoys planning weekend trips and spending time laughing with her group of friends and family, especially Cody, her son.

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Bobbye Jo Green

Administrative Manager

bobbyejo.green@unitedcp.com

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145 East Prospect Avenue, Suite 216
Danville, CA 94526
415.418.2100

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.