Welcome to United Capital Seattle

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

Prior to becoming a division of United Capital, Paragon Investment Management was established in 1991. A paragon is a model or pattern of excellence; one that exceeds expectations. With this high standard and attention to detail, we have helped affluent families, trusts and foundations protect their wealth, grow their assets and transition those assets to future generations. 

Our team of 13 financial advisers and investment professionals, including 6 CFA charterholders and 2 Certified Financial Planner professionals, averages more than 20 years of experience. We provide highly personalized service along with sophisticated financial expertise with a special focus on wealthy families.  To learn more about our High Net-Worth Services, please click here. 

Most wealth management services focus on one thing: your money. Our United Capital Seattle team takes a different approach. We look at your entire life, and make sure your money goals are aligned with your life goals. Our services include, but are not limited to: 

  • Financial Advice & Planning
  • Investment & Portfolio Management, including customized portfolios of individual issues
  • Strategic Asset Allocation
  • Tax Reduction Strategies
  • Counselling on Estate Planning, Gift and Legacy Design
  • Charitable Planning
  • Insurance Strategies & Policy Evaluation
  • Education Funding 
  • Budgeting & Cash Flow Management
  • Coordination with other legal and tax advisers

Shari Burns has been listed in Barrons Top 100 List of Independent Financial Advisers  2009, 2010, 2011, 2012, 2014, 2015, 2016

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See Shari's recent article in WealthManagement.com

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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

Shari J. Burns
Managing Director
Gary R. Mitchell
Managing Director
Catherine Humbert
Managing Director
Marjanne Masterman
Managing Director
Jason P. Bremer
Senior Portfolio Manager & Investment Analyst
Christopher Helton
Senior Investment Analyst
Daniel L. Rutter
Senior Portfolio Manager & Investment Analyst
Sandra Sutton
Senior Fixed Income Portfolio Manager & Trader
Cynthia L. Cargile
Director of Client Services
Casey M. Hogan
Director of Client Operations
Kathleen Kemp
Client Service Manager
Amy Rench
Client Service Manager
Lauren Lauritsen
Client Service Manager
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Shari J. Burns, CFA®

Managing Director

Shari J. Burns is a Managing Director of the United Capital Seattle office, a highly focused investment practice specializing in customized portfolio strategies for families, trusts and foundations. Prior to partnering with United Capital, Shari started Paragon Investment Management in August of 1991.

With over 30 years of investment management experience, Shari’s career has included security trading of equities, corporate, treasury and municipal bond markets; financial analysis of several company and industry groups; and portfolio management of Individual and Trust portfolios, Endowment Funds and Pension Funds. While with Rainier Bank for over 13 years, she set up the Private Client group and managed the Personal Asset Management Group from 1987-1990. Shari was instrumental in starting Private Banking in 1983, creating an Investment Counseling group for Private Banking clients in 1983-1989 and managing pension portfolios and equity common trust funds for the Trust Division from 1978-1982.

Shari attended the University of Washington and majored in Finance and Economics. She received her professional designation of CFA (Chartered Financial Analyst) in 1978. She is a member of the CFA Institute and the CFA Society of Seattle. She is actively involved in philanthropic interests.

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Gary R. Mitchell, CFA®

Managing Director

Gary R. Mitchell joined Paragon Investment Management, now the United Capital Seattle office, in 1991 to build the firm with Shari. Gary is a Managing Director of the United Capital Seattle office and supervises the Portfolio Management, Research and Trading functions. He is actively involved in the management of client portfolios and customized portfolio strategies to accomplish their investment goals.

Gary has over 26 years of experience in the investment management and banking business. He began his career with Waddell & Reed Inc., followed by five years with Rainier/Security Pacific Bank in Private Banking. He earned his CFA designation in 1993 and received his MBA from Seattle University. He is a member of the CFA Institute and the CFA Society of Seattle.

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Catherine Humbert, CFA, CFP®

Managing Director

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Catherine Humbert joined Paragon Investment Management, now the United Capital Seattle office, in 1999 and is a Managing Director. Catherine’s responsibilities include portfolio management, trading, credit analysis, client interface and management of Paragon’s financial affairs. Prior to joining Paragon, Catherine received a Bachelor’s Degree in Economics from Pomona College. Her studies also included a year at the Institut d’Etudes Politiques in Strasbourg, France. She earned the designation of Chartered Financial Analyst in 2002. She is a member of the CFA Institute and the CFA Society of Seattle. She is also a Certified Financial Planner.

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Marjanne Masterman, CFP®

Managing Director

Marjanne joined Paragon Investment Management, now the United Capital Seattle office, in 1992 and is a Managing Director. Her responsibilities include client services, supervisor of operations and regulatory compliance. Ms. Masterman has more than 30 years of experience in the securities industry. She began at Charles Schwab and Company in 1978 and after five years joined Rainier National Bank in their new Bank Brokerage Unit. When the Brokerage Unit became a subsidiary of the bank, Marjanne was promoted to President and General Principal of the subsidiary. Marjanne is a Certified Financial Planner and member of the Institute of Certified Financial Planners.

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Jason P. Bremer, CFA®

Senior Portfolio Manager & Investment Analyst

Jason P. Bremer joined Paragon Investment Management, now the United Capital Seattle office, in 1997 and is a Senior Portfolio Manager and Investment Analyst. He has multiple responsibilities throughout the investment management process, including portfolio management, equity research and trading. Jason received his Bachelor’s Degree in International Political Economics from the Jackson School of International Studies and a minor in Music from the University of Washington. He graduated Cum Laude, Phi Beta Kappa in 1995. He earned his Chartered Financial Analyst (CFA) designation in 2000. He is a member of the CFA Institute and the CFA Society of Seattle.

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Christopher Helton, CFA®

Senior Investment Analyst

Christopher Helton joined Paragon Investment Management, now the United Capital Seattle office, in 1995 and is a Senior Investment Analyst. He has worked in the investment business for more than 30 years. Directly after receiving his MBA in Finance from Columbia University (1976), Chris worked at Morgan Guaranty in New York City and Banker’s Trust as a Financial Analyst. In 1983, he joined Security Pacific as their Director of Research. Prior to joining Paragon, Chris was the Director of Equity at Bank of America in Los Angeles. He is a member of the CFA Institute and the CFA Society of Seattle.

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Daniel L. Rutter, CFA

Senior Portfolio Manager & Investment Analyst

Daniel L. Rutter joined Paragon Investment Management, now the United Capital Seattle office, in 2011 and is a Senior Portfolio Manager and Investment Analyst. He began his career as a Securities Analyst and Portfolio Manager at Safeco Asset Management in 1993. In 2001, he was a Senior Portfolio Manager and Analyst with Laird Norton Trust Co. and Wentworth Hauser & Violich. He was awarded the Chartered Financial Analyst (CFA) designation in 1995. Dan graduated in 1986 Cum Laude from Central Washington University in Business Economics and continued on to earn his Masters in Finance and Computer Science at the University of Washington. Dan is an active member and past President of the CFA Society of Seattle and an active member of the CFA Institute.

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Sandra Sutton

Senior Fixed Income Portfolio Manager & Trader

Sandra Sutton joined Paragon Investment Management, now the United Capital Seattle office, in 2005 and is a Senior Fixed Income Portfolio Manager and Trader. She focuses on trading, analysis and portfolio allocation. Sandy has over 20 years of experience in the securities industry, primarily specializing in municipal bonds. Prior to joining Paragon, Sandy spent 10 years as Vice President and High-Net-Worth specialist on Smith Barney’s Seattle municipal bond trading desk. She earned a Master’s Degree in Economics from the University of Oregon in 1985 and was a graduate teaching fellow in the Doctoral program for Economics at the University of Hawaii in 1989.

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Cynthia L. Cargile

Director of Client Services

Cynthia L. Cargile joined Paragon Investment Management, now the United Capital Seattle office, in 1998. As Director of Client Services, her responsibilities include client services, operations, custodial liaison and reporting.

Cynthia has over 20 years of experience in the securities industry. She began at Security Pacific Bank in Portland, Oregon, as an investment portfolio accountant in 1987 and transferred to Security Pacific in Seattle as the Investment Accounting and Compliance Supervisor. In 1994, Cynthia moved to Seafirst Investment Services as an Assistant Vice President and Operations Manager. She earned a Bachelors Degree in Business from Southern Oregon University.

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Casey M. Hogan

Director of Client Operations

Casey M. Hogan joined Paragon Investment Management, now the United Capital Seattle office, in 1996. As Director of Client Operations, his responsibilities include client services and reporting and acting as a liaison between the various custodial banks and brokerage firms.

Casey has over 15 years experience in the securities industry. After receiving his Bachelor’s Degree in Business Management from the University of North Dakota in 1991, Casey began his career with Seafirst Investment Services in Seattle, where he became licensed as a Broker and was promoted to Operations Supervisor. Upon returning to the Midwest in 1996, Casey worked as Safekeeping Manager for First Bank in St. Paul, Minnesota.

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Kathleen Kemp

Client Service Manager

Kathleen Kemp joined Paragon Investment Management, now the United Capital Seattle office, in 1999. As a Client Service Manager, her responsibilities include client services and reporting and acting as a liaison between the various custodial banks and brokerage firms, as well as other office management activities.

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Amy Rench

Client Service Manager

Amy Rench joined Paragon Investment Management, now the United Capital Seattle office, in 2007. As a Client Service Manager, her responsibilities include client services and reporting and acting as liaison between the various custodians. Amy has over 15 years of experience in the investment and banking industry. She earned a Bachelor’s Degree in English from the University of Washington in 1994.

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Lauren Lauritsen

Client Service Manager

Lauren Lauritsen joined Paragon Investment Management, now the United Capital Seattle office, as a full-time employee in 2009. As a Client Service Manager, her responsibilities include assisting the Managing Directors with new business presentations and client meetings, handling fee billing and managing account review responsibilities. She earned a Bachelors of Fine Arts in Interior Design from the Art Institute of Seattle in 2007. She also received a Certificate in Financial Planning from Boston University, Institute of Finance.

Start the conversation

1420 Fifth Avenue Suite 3020
Seattle, WA 98101
206-583-8300

Contact our team at paragon@unitedcp.com