Welcome to United Capital San Diego
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.
Jeffrey LysaughtManaging Director
Gregory PowersSenior Wealth Adviser
Steve PayneSenior Relationship Manager
Peggy KahnSenior Relationship Manager
Meredith McCallClient Services Manager
Michael MeyersRelationship Manager
Amanda RaffinClient Service Manager
Jeffrey Lysaught, CFP®
The desire to provide comprehensive and objective financial planning was the catalyst for Jeff's formation of The Hunter Group in 1986, prior to partnering with United Capital Financial Advisers, LLC (United Capital). Jeff utilizes the "serve first, serve always" motto with clients. Before that time, Jeff worked with GMAC, Citicorp, and Cigna Financial Services where he gained valuable experience and insights into the complexities of corporate and individual financial planning issues. His certification as a CERTIFIED FINANCIAL PLANNER™ Practitioner indicates Jeff has completed, and continues to complete, rigorous education, experience, and examination requirements set forth by the CFP Board of Standards. His clients are located worldwide and include numerous executives with Fortune 500 companies and smaller public and privately held firms, small business owners, retirees and a Nobel Prize winner. United Capital's San Diego office has assembled a team of top-notch financial planning experts and work closely with an elite group of estate and tax attorneys, CPAs, and pension specialists.
Jeff is a President's Council member for Colonial Williamsburg. A graduate of the University of Kansas, he is an avid Jayhawk basketball fan. He and his wife live in Santaluz, CA, and enjoy traveling often stopping in to see one of their loving four sons across the country.
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.
Gregory Powers, CFP®, ChFC®, AIF®, CIMA®
Senior Wealth Adviser
As a financial planner with over 14 years of experience in the financial services industry, Greg Powers forte is the efficient coordination of the many aspects of one’s financial life including: development, implementation and monitoring of a comprehensive financial plan, insurance planning and coverage optimization, asset and investment management strategies, tax-sensitive retirement income planning and estate planning strategies.
Over the course of his career, Greg has earned multiple financial planning and specialist designations which demonstrate his commitment to being an industry stand out: CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary (AIF®), Chartered Retirement Plan Specialist (CRPS®), Certified Investment Management Analyst (CIMA®)
Greg has also earned the FINRA registrations Series 7, 66, and 24 and is a licensed California Life Agent. This past year, Greg was asked by the Certified Financial Planner Board of Standards, Inc. (CFP Board) in Washington, DC to volunteer as a Subject Matter Expert (SME) helping them review the content of the comprehensive CFP® exam to ensure the subject matter is accurate, relevant and challenging. Honored, Greg happily accepted the offer and looks forward to continuing to work with the CFP Board to improve the level of professionalism and education for those dedicated to the financial planning profession.
Greg graduated from Bates College in Lewiston, Maine with a degree in Economics in May of 1999. He has also studied at the University of Bristol in England. A resident of downtown San Diego, in his spare time Greg loves to cook, golf, ski, and play softball.
Steve Payne, CFP®
Senior Relationship Manager
Steve has been a financial adviser for more than 25 years in Southern California. Born and raised in Los Angeles, Steve graduated from UCLA with a bachelor’s degree in economics, got married, and went straight to work at E.F. Hutton. As a CERTIFIED FINANCIAL PLANNER (CFP®) since 1998, Steve has helped hundreds of individuals, families and small business owners reach their financial goals and avoid the costly mistakes so common in today’s financial environment. He is also a Chartered Retirement Planning Counselor (CRPC®), has FINRA Series 3, 7, 24, 63 licenses, along with CA Insurance licenses for life, accident & health and variable contracts.
Steve and his wife moved to San Diego from Los Angeles in 1995 and started raising a family. They have three children, all currently in college. As an avid sports fan, Steve is a supporters of the Padres and Chargers, while his wife has remained a loyal Dodgers fan. His great love of music spans a wide variety from jazz and blues to classical symphonies. He enjoys swimming, golf, and playing guitar in a local band.
Senior Relationship Manager
As a dedicated financial services professional, with over 10 years of experience, Peggy is an integral member of the financial planning team at United Capital Financial Advisers. She works directly with the firm’s Managing Directors in developing comprehensive financial strategies to help meet the unique needs of each client and their families. She is responsible for engaging directly with clients in the data gathering process, performing detailed data analysis, developing and implementing financial plans and investment strategies along with ongoing relationship management. She also works closely with other professionals such as CPA’s, Estate Attorney’s, Third Party Administrators, Insurance Agents and Private Bankers to ensure that the clients’ wide-ranging planning needs are met. Prior to joining United Capital, Peggy was a key member of the financial planning team for a nationally recognized, full-service financial planning firm where she serviced one of the company’s largest client bases covering California, Hawaii, Arizona and Nevada. Before embarking on a career in financial planning, she enjoyed a successful career in Real Estate Finance and as a result of her continued passion and expertise in the field, she advises many of the firm’s clients on matters pertaining to real estate analysis, acquisition and finance.
For the past 2 consecutive years, Peggy was nominated and awarded with the Exceptional Contributor Award for outstanding contributions she has made to her team and United Capital. She is highly committed to her profession and recently completed the Executive Financial Planner Advanced Certificate Program at San Diego State University and is currently preparing to sit for the CFP® certification exam. She holds a Bachelor’s Degree in Business Administration from California State University San Marcos, graduating Cum Laude. She holds the FINRA Series 7, 65 and 63 licenses and also holds licenses as a CA Life and Health agent and a CA Real Estate agent.
Peggy has lived in San Diego for 20 years and enjoys sailing, interior design, gardening and spending time with friends and family. She has a passion for the marine environment and animal welfare and has donated her time and provided support over the years to Surfrider Foundation, I Love a Clean San Diego, Animal Rescue Foundation of Rincon and various animal welfare organizations throughout San Diego County.
Client Services Manager
Meredith McCall, RP® joined The Hunter Group, now the United Capital San Diego office in 2002. Meredith has 15 years experience in the financial planning industry and has earned her Registered Paraplanner designation and is a California Notary Public. As a Client Service Manager, her responsibilities include client services, assisting Relationship Managers and Wealth Advisers with meeting preparation, participation in meetings and following up with clients, acting as a liaison between various custodial banks and brokerage firms, as well as other office management activities.
Born in St. Paul, Minnesota and raised in Southern, California, Meredith enjoys spending time with her daughter Isabella, family and friends, reading, watching movies, cooking and activities outside.
Michael Meyers is a Relationship Manager for the United Capital San Diego office.
Prior to joining United Capital, Mike was a corporate financial executive with Johnson & Johnson. His career with the company spanned 32 years and included a number of CFO assignments across their vast global business.
Being a “trusted professional” had been a hallmark of Mike’s long and successful career with Johnson & Johnson. He looks forward to an encore experience with United Capital where he can apply his financial acumen in a way that may help create positive impacts on the lives of others.
Mike began his professional career as a CPA after graduating with distinction from the The Pennsylvania State University. He has also earned a MBA degree from the University of Texas. He is now preparing to obtain the CFP® certification.
Mike resides with his wife Marsha in Rancho Santa Fe and enjoys tennis, golf, skiing, and travel in his spare time.
Client Service Manager
Amanda Raffin serves as the Client Service Manager for our San Diego office. Amanda graduated with a B.S. in Business Administration from San Diego State University in 2011. While attending SDSU, she gained experience in the finance industry by working as a Financial Advisor Assistant intern at a local Wealth Management firm and then accepted a position at that same firm as the Executive Assistant, working closely with the CEO on all daily operations of the business.
Amanda currently performs numerous administrative and office support activities such as, inputting and processing account paperwork, as well as ensuring client files are accurate and the appropriate applications and forms are provided prior to all client meetings. She works closely with the Relationship Managers to ensure client satisfaction is maintained through ongoing client contact and general support. Amanda also assists the Director of Operations with some of the additional accounting duties of the firm and has earned the FINRA Series 7 license.
Amanda is originally from Sonoma, California, where her family currently resides. In her spare time, she likes to stay active by playing volleyball, hiking, going to the beach, and spending quality time with friends and family.
Start the conversation
9191 Towne Centre Dr Suite 100
San Diego, CA 91922
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.