Welcome to United Capital Fort Collins

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.

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

Jerald L. "Jerry" Dunn
Managing Director
Thad R. Dunn
Managing Director
Quinn M. McElwee
Wealth Adviser
Isaac Essay
Wealth Adviser
Kristin S. Howe
Director of Operations
Jack Weisenbach
Relationship Manager
Christopher Villegas
Client Service Manager
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Jerald L. "Jerry" Dunn, MS, CIMA, CFP®

Managing Director

jerry.dunn@unitedcp.com

Previous experience:

  • Faculty, University of Wyoming College of Commerce and Industry, Laramie, Wyoming
  • Vice President, Pat Griffin Co./GASAMAT, Fort Collins, Colorado
  • Vice President, Boettcher & Co., Fort Collins, Colorado
  • Vice President, Kemper Securities, Fort Collins, Colorado
  • Vice President, Paine Webber (became UBS), Fort Collins, Colorado
  • Vice President, Wachovia FiNet (became Wells Fargo Advisers Financial Network), Fort Collins, Colorado
  • Managing Partner, Dunn Hogerty Investment Consulting, Fort Collins, Colorado
  • Managing Director, United Capital Financial Advisors, Fort Collins, Colorado
Education:
  • BA, Managerial Economics, Fort Lewis College
  • MS, Business Administration, University of Wyoming
  • Certified Investment Management Analyst (CIMA)
  • Certified Financial Planner (CFP)

Began Investment Management Career in 1980

Jerald L. "Jerry" Dunn is a Managing Director in the Fort Collins, Colorado, office of United Capital Financial Advisers. He concentrates on defining a wide range of client investment goals and developing investment policy statement guidelines. Jerry utilizes over 35 years of direct investment experience with institutions, foundations and individual clients in various states to implement customized, goals-based investment and financial life guidance. This dynamic process assists clients to develop, review and achieve their investment and financial goals. This requires a thorough knowledge of current and projected economic conditions, growth, income and balanced strategies of individual securities and commingled vehicles. In addition, Jerry specializes in the application of active and passive asset management, with any appropriate use of tactical and alternative investing to support client needs for additional noncorrelated diversification.

Previously, Jerry concentrated on recommendations and oversight of internal and external equity, fixed income and alternative investment strategies, as well as managers to diversify asset management. He assisted in developing the use of external managed strategies at Boettcher & Co. beginning in 1980 and contributed to the due diligence of internal and external managers at Wachovia Securities Financial Network. Jerry also had significant input in reviewing and updating client investment performance reporting processes.

Jerry began his career on the faculty of the Business Department at the University of Wyoming in the College of Commerce and Industry in 1968. He became a Vice President of the Gasamat Division of Pat Griffin Co. in 1970. Jerry assisted in the development and management of Gasamat, the first national self-serve gasoline marketing company in the United States until its sale in 1978.


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.

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Thad R. Dunn, CFP®

Managing Director

thad.dunn@unitedcp.com

Thad R. Dunn has been with the team since 2001. He is Chairman of the Wealth Counseling Committee and Managing Partner of the firm. He concentrates on individual wealth counseling. He has studied music performance at the University of Northern Colorado, professional aviation at Metropolitan State College and finance at Regis University, with an additional certification as a Certified Financial Planner (CFP®) from the College of Financial Planning. He began his investment career in 1999 with Charles Schwab & Company after working for United Airlines. He actively participates in various children’s music, scouting and athletic groups. Thad is an accomplished drummer and enjoys camping and fly fishing. He has been married to Dakota since 1997. His free time is spent with his wife and their three children.


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.

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Quinn M. McElwee, CFP®

Wealth Adviser

quinn.mcelwee@unitedcp.com

Quinn M. McElwee is a Wealth Adviser with United Capital's Fort Collins office. His passion is vested in empowering clients to take complete control over their financial futures through concise actions every single day. Through dedication, hard work, insightful advice and guidance, Quinn works with the Fort Collins team to develop a clear, customized strategy that aligns with clients' goals. This includes their cash flow needs, income requirements, fixed expense necessities, risk tolerance and aspirations of providing for the next generation or gifting to a philanthropic endeavor. As a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., Quinn has developed a practice that focuses on what matters most to clients. This is based on listening to their priorities, obtaining an understanding of what is important to them and developing plans that help to ensure those they care for most in life are provided for. Quinn assures clients that they will receive the personalized advice and specialized services they deserve. Quinn is a graduate of Carroll College in Helena, Montana, and has been in the financial services industry since 2000. Prior to joining United Capital, Quinn had worked for Merrill Lynch since 2007. Quinn resides in Fort Collins with his wife, Holli, and three daughters.


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.

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Isaac Essay, CFP®

Wealth Adviser

isaac.essay@unitedcp.com

Isaac Essay joins the United Capital Fort Collins office as a Wealth Adviser, with a history of advising successful families, businesses and institutions for over 10 years. He comes to United Capital after spending the last eight years at First National Wealth Management and currently holds the CERTIFIED FINANCIAL PLANNER designation. His credentials and in-depth experience have given him the ability to take a comprehensive view when working with his clients. Growing up in a family of small business owners, Isaac has a unique perspective on the special needs and challenges that business professionals deal with, and he particularly enjoys working with entrepreneurs and family businesses.

In addition to his industry credentials mentioned above, Isaac holds a Bachelor of Arts in Finance and a minor in Economics from Chadron State College. He holds the following licenses:

  • Series 7, 63, 66 FINRA Securities Licenses
  • Insurance (Life, Health and Variable Contracts)

Isaac currently resides in Fort Collins with his wife, Leslie, and two daughters.


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.

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Kristin S. Howe

Director of Operations

kristin.howe@unitedcp.com

Kristin S. Howe has been with the team since 2002. She manages all aspects of client service responsibilities of the firm and assists with client relationships and meetings. She has been licensed investment and investment management licensed since 1996. Kristin studied Business Education at Bowling Green State University and received certification in Office Technology from the Center for Information Technology. She began her administrative investment career in 1992 with Kemper Securities in Ohio. There she served as Operations Manager, then Assistant Vice President of Regional Operations before moving to Colorado in 1999, where she worked as a Senior Account Administrator for Wachovia Securities in Boulder. She and her husband, John, a Fort Collins native, have two small children. They enjoy attending sporting events as a family.

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Jack Weisenbach

Relationship Manager

jack.weisenbach@unitedcp.com

Jack Weisenbach has been with our team since 2014. As a Relationship Manager, his role at United Capital is to cultivate and maintain client relationships, assist in the development and implementation of financial plans, and provide administrative support to the branch. Jack is a recent graduate of the Financial Planning Program at Colorado State University. He is insurance licensed and has received his CFP® certification. Jack is from Colorado Springs, Colorado, but has lived in Fort Collins since 2010. He enjoys outdoor recreation, such as skiing and hiking, as well as attending sporting events.

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Christopher Villegas

Client Service Manager

christopher.villegas@unitedcp.com

Christopher Villegas is a Client Service Manager for the Fort Collins office. His career with United Capital was established in 2011 as a Relationship Manager, then Wealth Manager for the Albuquerque office. In 2015, he relocated back to his home state of Colorado and, more specifically, his northern Colorado community. Christopher received his Bachelors of Business Administration from the University of New Mexico in 2006, and has since enjoyed a career in the financial services industry. As a proud member of the Fort Collins team he will be assisting in providing support for the team and servicing clients. 

Christopher is married to Donna and they have a very active, young son. His passions are competitive road cycling, skiing, and spending time with his family enjoying the outdoors.

Start the conversation

412 W. Mountain Avenue
Fort Collins, CO 80521
970-484-8806

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.