IT’S NOT JUST ABOUT YOUR MONEY, IT’S ABOUT YOUR ENTIRE LIFE.
Paul Jarvis, CFP®, CTFA
Paul leads United Capital's office in Fargo, ND. He works with both individual and corporate clients with an emphasis on retirement planning and family transitional wealth. His overarching goal is to help clients better understand their financial life and make objective and informed decisions. He loves challenging the status quo and believes that clients are best served when they play an active role in the design and creation of the personal plans and strategies.
Paul’s responsibilities include advancing and coordinating the advice and financial planning activities at the Fargo office. His specialties lie in integrating and enhancing the advice and planning process and working strategically with clients on a variety of wealth counseling issues.
An often requested speaker, Paul has presented at events including military financial readiness conferences, ND Women’s Network, and financial planning workshops. Paul is a recognized professional in wealth management appearing in The Wall Street Journal, USA Today, Investment News, CNN Money, Yahoo Finance, Hudson Star-Observer, Prairie Business Magazine, and the Fargo Forum. Paul has also been featured on KFGO radio for a segment on retirement planning and was recognized as the only North Dakotan named to the Medical Economics magazine’s 2011 & 2012 Best Financial Advisors for Doctors list.
Paul is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Trust and Financial Advisor (CTFA) certificant, and earned his bachelor’s degree from the University of St. Thomas in St. Paul where he studied business law and English. An avid golfer and outdoorsman, Paul lives in Fargo, ND with his wife, Ann and their twins, Avery and James.
Stacey Robinson is a relationship manager for the United Capital office in Fargo with twenty years of experience in the financial services industry. Stacey’s primary role is to provide top-tier support to firm clients and facilitate the relationship between clients and their financial planning team. Stacey’s attention to detail ensures that strategies will be implemented to help meet the unique needs of clients and their families.
A native North Dakotan, Stacey is a graduate of the University of North Dakota with a bachelor’s degree in Business Administration. She graduated with honors from Cannon Trust School in 2003 earning the designation of Certified Trust and Financial Advisor.
In her spare time, she is an avid UND hockey fan and looks forward to the college season each year. Stacey enjoys being active with her family and following her daughters’ competitive gymnastics team. Stacey lives in West Fargo with her husband, Mike and their daughters, Sydney and Sofie.
Director of Operations - Virtual Support
Teresa 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.
Client Services Manager, Virtual Support
Brenna serves as a liaison between United Capital advisers supported by Virtual Operations, our clients, and the Guidance Department. She works directly with Teresa Matthews-Fletcher and Chelsea Barnard as part of the Virtual Office Support Team.
Brenna previously worked with United Capital for the regional Dallas office as Relationship Manager. Prior to that, she served as an intern in the Guidance Department. Brenna earned her Bachelor of Science in Personal Financial Planning from Texas Tech University in 2012 and currently holds a Series 65 license.
In her spare time, Brenna enjoys being with her friends and family, especially her nieces and nephew. She looks forward to her new role with United Capital.
Manager of Operations - Virtual Support
As Manager of Operations, Denice works directly with Teresa-Matthews Fletcher as part of the Virtual Office Support Team. Joining United Capital in April 2015, Denice comes to the firm with a vast experience in servicing clients with the highest standards of customer service. She has a passion for processes, procedures and training. She is eager to work hard to ensure a seamless transition for new advisers and their staff as they join the United Capital family. She is very grateful to be at United Capital and looks forward to her new role.
She is married to her husband, Paul, of four years and they are looking forward to the birth of their first child, a little girl, in October 2015. During her time off, she enjoys hanging out with her husband, family and friends soaking up the sun on their sailboat or by the pool and cuddling with her two “kitty‐boys” Scooby and Shaggy. She also is very proud of her grown daughter, Haley, who is a high school teacher.
Administrative Manager - Virtual Support
Cailey joined the Virtual Operations department after working in the United Capital Call Center for three years. She is excited about her new role in the Virtual Operations Department and is eager to learn the process and procedures. Cailey reports directly to Denice Hannan.
Cailey has a five year-old-daughter, Marlee, and together they enjoy many outdoor activities including camping and hiking.