During Joe's tenure as the business leader at GE Private Asset Management and Centurion Capital, he created valuable firms with nationwide coverage, built unique investment solutions and consummated many multi-million-dollar acquisitions. Joe has actively raised capital from three private equity funds (Grail Partners, LLC, Putnam Lovell Partners and Bessemer Venture Partners) to invest, among these firms, over 45 million dollars of capital.

Joe holds the Chartered Financial Analyst designation and received MBA degrees from Columbia University in New York and the University of California at Berkeley. He did his undergraduate work at Saint Louis University earning a BS in Finance and Marketing.

He is the author of two nationally published books: Start It, Sell It and Make a Mint: 20 Wealth Creating Secrets for Business Owners (Wiley and Sons, 2004), and The First Time Investors Workbook (McGraw Hill, 2001). Joe is a frequent contributor to a wide variety of media outlets, including CNBC, Bloomberg TV and radio, CNNfn and dozens of radio shows. His articles have appeared in over a hundred magazines and he has been featured on numerous websites.

Mr. Roth spent more than seven years at AssureNet, in leadership positions in marketing, sales, operations, corporate development and capital formation. Prior to that, Mr. Roth spent two years managing the brokerage and bank business channels for E-Z Data, Inc., a major provider of contact management and practice management solutions for financial services professionals.

Mr. Roth holds MBA degrees from the Columbia University Business School in New York, New York and the University of California at Berkeley, Haas Business School in Berkeley, California. He earned a BA in History, cum laude, from Columbia College, Columbia University.

Mr. Capelle earned an MBA at the Massachusetts Institute of Technology, Sloan School of Management in Cambridge, Massachusetts, where he also graduated with an MS in Electrical Engineering and Computer Science. He has a BS in Computer Engineering from the University of Illinois in Urbana, Illinois, and has passed the NASAA Series 65 Investment Advisor Law exam.

Ms. Westman also previously served as a consultant on compliance and corporate governance matters to GE Private Asset Management, Inc. and GE Financial Trust Company (now Genworth), after Centurion was acquired by GE Financial Assurance Holdings, Inc. in 2001Ms. Westman holds a Master of Arts in Secondary Education/Art and English endorsements and a Bachelor of Arts in English/Writing, both from Drake University.

Ms. Westman holds an MA in Secondary Education/Art and English endorsements and a BA in English and Writing, both from Drake University in Des Moines, Iowa. She also holds FINRA Series 7, 24, and 63 securities licenses and the NASAA Series 65 Uniform Investment advisor Law Exam.

Prior to joining United Capital Jason worked at FundQuest as a member of the firms operating committee and as the Managing Director of Business Analysis and Product Development. Jason joined FundQuest as part of the founding team and focused on delivering customized investment advisory platforms and products to banks, broker dealers, RIA's, insurance companies and bank trust departments. During Jason time at FundQuest, the firm grew from $60 million in assets under management to over 170 employees and $45 billion in assets when it was sold to BNP Paribas.

Jason also worked at Banc of America Investment Services where he worked with high net worth clients. Jason was responsible for day to day client contact as well executing trades in equities, mutual funds, fixed income and derivatives products. Prior to this Jason co-founded LowDel systems, a web based transaction processing firm.

Jason earned a Bachelor of Arts degree in Political Science/Sociology from Bard College. Licenses Obtained: FINRA Series 7, Certified Presenter – American Management Association

Todd earned a Bachelor of Arts degree in Economics from San Diego State University, and is currently a Level III CFA® Candidate.

Wayne has been in the investment management and consulting field since 1988, and his prior experience includes nine years as director of manager research for LPL Financial Services and as a senior investment management analyst for The Smith Barney Consulting Group. He has done extensive research in the areas of investment performance attribution, risk management, and asset allocation modeling. Wayne earned a BS in Business Administration and Economics from the University Of Delaware and is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Accredited Investment Fiduciary (AIF). He is a member of the Association for Investment Management and Research and the Boston Security Analysts Society.

Prior to starting IFM in 1988, he was an investment analyst at Sussex Financial Group, Inc. in Chicago, where he was responsible for analyzing stocks, bonds, venture capital opportunities and other investment vehicles. He earned his bachelor's degree in civil engineering from Auburn University and his master's degree in civil and environmental engineering from the University of Colorado. He is a member of the CFA Society of Chicago and the CFA Institute.

Before joining United Capital, Matt was founder and President of Kelly Consulting Group, LLC., a San Francisco based company that provided outsourced “COO” functionality to emerging  and start-up hedge funds. Matt managed a team dedicated to providing structural guidance, technology cost analysis, human capital acquisition and growth strategies to firms with $1.5 billion AUM. Prior to that, Matt was a registered marketing associate for Citigroup/Smith Barney where he provided prime brokerage solutions, enhanced leverage, institutional sales coverage and capital introduction to emerging hedge fund managers. Prior to joining Citigroup/Smith Barney Matt was a junior investment advisor for J. Daniel Brinker & Company; a Denver, Colorado based investment advisory firm that services high net worth individuals nationally. As an intern and post undergraduate Matt wore multiple hats in the middle and back office and client facing functions.

Matt holds a BA in Economics and Minor in Finance from the University of Colorado, Boulder and obtained his MBA from University of California, Irvine Paul Merage School of Business.

Matt is a former Division I soccer player and qualifier for the USAT Triathlon National Championships and continues to be very active with his wife and two children. They spend their free time skiing, surfing and traveling.

Prior to joining United Capital, Dana was a Vice President at Grail Partners LLC, a Boston-based merchant banking firm focused exclusively on the financial services and financial technology sectors. He participated in all aspects of Grail's private equity and investment banking businesses, including sourcing, analyzing, executing and monitoring transactions. Mr. Kurttila was a Board Observer for several portfolio companies including United Capital and Munder Capital Management.

Prior to Grail, Mr. Kurttila was an Associate at Conning Capital Partners in Connecticut, a private equity firm with more than $500 million of capital. Prior to Conning, Dana was an Investment Banking Analyst at Putnam Lovell NBF in New York.

Mr. Kurttila earned a BS in finance, summa cum laude, from Fairfield University. He was awarded the Dolan School of Business Finance award as the top graduating senior in finance. Dana also completed the Honor's program at Fairfield.

Prior to contracting with United Capital, Dru was the Western Region Vice President of Recruiting for Royal Alliance, where he recruited new offices to Royal and assisted current offices in their recruiting efforts. Prior to Royal, Dru was the Director of Advisory Services for The Financial Services Network (FSN), where he increased the firm’s overall investment advisory business, by consulting with advisers on improving and increasing their fee-based business, and recruiting new advisers. Prior to FSN, Dru was a Vice President, Western Region Advisory Services Consultant for AIG Advisor Group, where he consulted on all aspects of advisers’ fee-based business, from recommending marketing strategies and practice management techniques, to assisting in advisory platform selection decisions and helping advisers solidify their value propositions.

Dru graduated with a Bachelor of Arts degree from Brigham Young University, where he studied business and marketing.

Dru enjoys the beach, surfing and playing basketball in his free time.

Prior to joining United Capital, Justin worked as a Strategy and Product Management Intern at The Bank of New York Mellon in the Capital Markets Division. With a major in finance and minor in economics, he obtained his Bachelor of Business Administration from Loyola University Chicago.

Justin enjoys surfing, playing basketball and reading, when he’s feeling a bit mellower.

Prior to joining UCFA, Mr. Ciucci was a partner in the firm of Bommarito & Associates, Inc. (formerly Bommarito, Ciucci & Associates, Inc.), a comprehensive financial planning and advisory practice and franchise of American Express Financial Advisers, Inc., which managed a total of $350 million in client assets. Mr. Ciucci's experience also includes fifteen years in field management with American Express Financial Advisers, Inc., with a final position of Divisional Vice President in charge of field operations in the Greater Michigan Division.

Mr. Ciucci is a Certified Financial Planner^TM.

Her 17 year marketing career began at Merrill Lynch Asset Management, Private Portfolio Group in their headquarter offices in Plainsboro, New Jersey. She has overseen corporate communications, social media and branding for a wide variety of industries gaining valuable creative knowledge along the way.

Leslie studied communications at Seton Hall University for three years before transferring and graduating with a Bachelor of Science in Marketing at Monmouth University. She obtained her Series 7, 63 and 65 licenses while working at Merrill Lynch.

In her spare time Leslie enjoys spending time with family and friends. She is a devoted Dallas Cowboy football fan and enjoys going to the wine country and attending live jazz concerts.

Katie previously served as a client relationship manager for Signature Estate and Investment Advisors. She was an instructor at California State University, Long Beach teaching Public Speaking, Interpersonal Communication and Small Group Communication. She received her MA in Speech Communications with an emphasis in Social Science Research from California State University, Long Beach in 2005. She received her BA in Speech Communications from California State University, Long Beach in 2003. She is FINRA Series 7 licensed.

Katie is an avid UCLA Football fan and looks forward to the college football season every year. She also enjoys traveling internationally and has enjoyed her experiences in Greece, China and Spain.

His previous firm, Financial Synergies Advisory in Houston, Texas, was the first acquisition of United Capital. There, he specialized in working with oil and energy executives of both public and private companies. Brandon also worked with United Capital as it partnered and transitioned two other Houston area firms; Stabil Capital Management and Financial Synergies Retirement Advisers. Prior to Financial Synergies Advisory, Brandon worked for a prominent Houston trust company.

Brandon graduated with honors from Texas Tech University and holds a BS in Personal Financial Planning. He is a Certified Financial Planner™ Practitioner and has been recognized by Reuters AdvicePoint as one of the "Top 25 Advisers" in the Los Angeles/Orange County area and one of the nation's "Top Advisors Under 40". His previous firm, Financial Synergies Advisory, was recognized numerous times by Worth magazine as well as Bloomberg/Wealth Manager as one of the top wealth management firms in the country. He has been interviewed by media outlets such as SmartMoney, Money Magazine, Investment News, and the Journal of Financial Planning.

An avid golfer and former collegiate baseball player, Brandon lives in Newport Coast with his wife, Shelby, their twin boys, Will and Reese, and their golden retriever, Webster.

Prior to joining United Capital, Emily was the Wealth Plan Design Specialist at Carson Wealth Management Group in Omaha, Nebraska. While working at Carson Wealth, she was responsible for the development, design, coordination, and education of the Financial Planning Division of the Enhanced Services Team.

Emily graduated from Texas Tech University with a BS in Personal Financial Planning. Emily enjoys volunteering her time as a mentor to young women preparing to enter the professional world. She also loves hiking across Texas with her husband, John.

Since helping start UCFA in 2005, Brandon's work with team members has earned him a reputation of excellence and expertise. Brandon leads by example and successfully oversees the Technology and development teams while providing personalized, quality service to other departments.

Brandon earned a bachelor's of science in Information Technology. He gives back to the community through his involvement in a variety of causes including, Portsmouth Township Fire Department, and licensed foster parent.

Derek joined United Capital in September of 2009 as an Intern in Lubbock, Texas while attending Texas Tech University. He graduated in May 2010 with a Bachelor of Business Administration in Management Information Systems with a concentration in Networking and Telecommunications, and has since moved to Newport Beach to work full-time.

Derek loves to watch movies, and spend time outdoors.

Prior to joining United Capital, Lynn worked as a Property Accountant for the Irvine Company from 1997 to 2011. She prepared financial statements and provided daily support for the on-site management team. Lynn earned her Bachelor of Business Administration from Cal State Fullerton, CA.

A long time Irvine resident, Lynn enjoys spending time with her family and friends cooking, gardening and watching movies.