Welcome to United Capital Denver/Colorado Springs
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.
Stephen DreilingManaging Director
Jason RosenerManaging Director
Brian McDowellManaging Director
Chris JohnsonManaging Director
Bob BushInvestment Strategist
Lisa SchwinghammerWealth Adviser
Joel JohnsonWealth Adviser
Patrick RudyWealth Adviser
Katie WeberWealth Manager
Rich RomlinInvestment Analyst
Stephen Dreiling, CFP®
With nearly 30 years of experience in the financial industry, Stephen Dreiling, a CERTIFIED FINANCIAL PLANNER™ professional, has extensive knowledge of investments, insurance, tax, and estate and retirement planning. Focused on portfolio management and client relationships at United Capital, he specializes in bond and equity research and economics.
Stephen has a Master’s degree in Finance from the University of Colorado and degrees in Management and Accounting from Mesa State College in Colorado. He is a member of the Financial Planning Association (FPA), a member of the CFA Institute and an affiliate member of the CFA Society of Colorado. Stephen also holds a Colorado Insurance Producer’s License.
Jason Rosener, CFP®
With nearly 15 years of experience in the financial industry, Jason Rosener, a CERTIFIED FINANCIAL PLANNER™ professional, has extensive knowledge of investments, insurance, tax and estate and retirement planning. At United Capital, Jason focuses on portfolio management and client relationships. In addition to serving the needs of his clients, Jason also oversees his office's wealth management professionals. Prior to joining Capital Investment Counsel, now United Capital, he was an Investment Consultant with Charles Schwab, where he worked closely with his clients to develop comprehensive financial plans, including investment management and insurance planning.
A member of the U.S. Olympic Ski Team for eight years, Jason competed in the downhill in Nagano, Japan, in 1998 and the World Championships in Sestriere, Italy, in 1997. He is a four-time U.S. Junior National Champion and a World Junior Championships bronze medalist. Jason studied Finance at the University of Colorado and graduated from the College for Financial Planning as an Accredited Asset Management Specialist. He is a member of the Financial Planning Association (FPA) and holds a Colorado Insurance Producer’s license.
Brian McDowell, CFA®
During his career in the investment industry, Brian McDowell has developed extensive knowledge and expertise in equities, fixed income and economics. His responsibilities at United Capital focus primarily on researching and interpreting the investment and economic environments while directing and managing the efforts of the team’s research and trading teams.
Prior to joining Capital Investment Counsel, now United Capital, Brian served as an Investment Specialist at Charles Schwab, where he guided clients in developing sophisticated investment strategies. He graduated Cum Laude from the University of Colorado with a degree in Finance and is a member of the CFA Institute and the CFA Society of Colorado.
Chris Johnson, CFP®
With nearly 30 years of investment management experience, Chris Johnson founded and helped establish Capital Investment Counsel (CIC), now United Capital, as one of the largest wealth management firms in Colorado and Arizona, managing assets for high-net-worth individuals, corporations, foundations and public entities nationwide. A CERTIFIED FINANCIAL PLANNER™ professional, Chris has extensive knowledge of investments, tax and estate and retirement planning.
In addition, he is an expert on strategic alliances between CPA firms and money managers, having successfully launched CIC’s CPA Alliance program and published articles related to CPAs and money management in 24 states.
Chris holds degrees in Finance and Economics from Colorado State University. He is a member of the CFA Institute, the Financial Planning Association (FPA) and an affiliate member of the CFA Society of Colorado.
Bob Bush has 37 years of experience in the investment field and is founder of ERIC Forecasting Publications, an economic and fixed income consulting service. Intense focus on macro-economic developments both in the U.S. and around the world is the foundation for his research. This fundamental view is supported by 35 years of technical analysis on interest rates.
Bob earned his MBA from the University of Colorado. Bob currently serves on the Pinnacol Assurance Board of Directors’ Finance Committee. He also serves on the Colorado State Treasurer’s Investment Advisory Board, having been reappointed by every Colorado State Treasurer for the last 20 years. He is a Past President and current member of the CFA Society of Colorado and a member of the National Fixed Income Analysts Society. At one point, Bob held the Accredited Investment Fiduciary (AIF) designation. Bob has served as special investment consultant to the Metro State College Board of Directors and the CU Foundation.
Lisa Schwinghammer, CFA®
Utilizing her strong background in discretionary portfolio management and stock analysis, Lisa Schwinghammer brings a high level of expertise and attention to her clients’ accounts. As a Wealth Adviser for United Capital, Lisa focuses on investments and financial planning to help meet her clients’ long-term goals.
With over 20 years of experience in the equity and debt markets, Lisa managed investment portfolios and trust accounts for high-net-worth clients at JPMorgan Private Bank before joining Capital Investment Counsel, now United Capital. Prior positions also include stock analyst roles at a hedge fund and a mutual fund, in addition to advising clients on investments in the Latin American markets. A graduate of the University of Colorado at Boulder, she holds degrees in both Finance and International Business and has earned the right to use the Chartered Financial Analyst® (CFA) designation – a globally recognized standard for measuring the competence and integrity of financial analysts. She is a member of the CFA Society of Colorado and the Financial Planning Association.
Joel Johnson, CFP®
For the past 17 years, Joel Johnson has been managing complex portfolios and providing comprehensive financial planning solutions for high-net-worth clientele. As a CERTIFIED FINANCIAL PLANNER™ professional, Joel draws on his vast knowledge of investment management, insurance, tax, and estate and retirement planning when constructing portfolios to meet the unique needs of his clients. Prior to joining Capital Investment Counsel, now United Capital, Joel served as an investment consultant with TD Ameritrade and Charles Schwab, where he advised affluent families and business owners on all aspects concerning their financial situations.
Joel graduated from the University of Colorado with a Bachelor of Science in Business Administration with an emphasis in Marketing. He also has passed all three levels of the Chartered Market Technician exam and is an affiliate of the Market Technicians Association.
Patrick Rudy, CFA, CFP, CPA
- Senior Investment Consultant, Cascade Investment Group, Colorado Springs, Colorado
- Director of Audit and Compliance, The Corundum Group/Central Bank & Trust Wealth Management, Colorado Springs, Colorado
- Investment Consultant, Isaac Financial Services, Colorado Springs, Colorado
- Audit and Tax Accounting, Stockman Kast Ryan & Co., Colorado Springs, Colorado
- BS, Accounting, The Master's University
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP)
- Certified Public Accountant (CPA)
Began career in 2006
In his role as Wealth Adviser, Patrick Rudy works directly with a group of clients to help them through the financial guidance process and manage their investment accounts. He is an experienced financial planning and investment management professional. As a Certified Financial Planner professional, Chartered Financial Analyst and licensed CPA, Patrick takes a holistic approach to investing and planning. He works with individuals, families and nonprofit endowments to help bring clarity, strategy and results to his clients. Specific areas where he is most knowledgeable include holistic wealth management and planning, asset allocation, retirement planning and risk management. Patrick is passionate about helping his clients navigate the complex web of saving and investing vehicles available today. Patrick serves his clients directly through the development, implementation and monitoring of a comprehensive financial plan that is tailored to each individual's unique circumstances.
Previously, Patrick worked with a small group of clients and supported other advisers in developing asset allocation recommendations and comprehensive financial plans. He also developed a tool to import mutual fund data and track retirement plan options through various metrics, and he developed a reporting tool to help plan sponsors keep track of options on a watch list and the history of plan options.
Previously, Patrick managed the compliance program for a family office focused primarily on one client. In this role, he also assisted the Chief Operating Officer of the firm in managing day-to-day operations, including reconciling accounts in Advent Axys and developing custom reports for various client situations and special tax projects.
Earlier, Patrick was an audit consultant at a large local accounting firm in Colorado Springs. He specialized in auditing hospitals and nonprofit organizations. In this role, Patrick worked as part of an audit team for larger clients and managed audits for smaller clients.
Katie Weber is a wealth manager for United Capital. Working in our Cherry Creek location, she meets directly with clients helping them identify their goals, blind spots, and how they are going to accomplish their objectives through financial planning, asset allocation and investment management. Katie is passionate about building authentic relationships with her clients and customizing solutions to fit their individual needs.
Katie’s background is focused primarily on investments and asset allocation; previously she worked as a wholesaler for Janus Capital Group in Denver, Colorado. She is originally from the Pacific Northwest and is a graduate from the University of Idaho with degrees in Finance and Economics. In addition to receiving her formal education, she managed a small portfolio for the University’s College of Business and Economics that raised funds for student scholarships. In her spare time she enjoys traveling, practicing yoga, swimming, and cooking.
Rich Romlin, CFA®
Romlin's responsibilities as an Analyst at United Capital focus primarily on researching and interpreting investment and economic environments. As such, he takes part in regular Investment Committee meetings in the Denver office to help develop strategies and policies, which are then implemented by the Portfolio Management team.
Rich achieved a degree in Business Administration with an emphasis in Finance and a minor in Economics from the University of Colorado at Boulder. He has earned the right to use the Chartered Financial Analyst® (CFA) designation – a globally recognized standard for measuring the competence and integrity of financial analysts. He is a member of the CFA Society of Colorado.
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210 University Blvd. Ste., 550
Denver, CO 80206
Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Securities and additional advisory services offered through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Check the background of this investment professional on FINRA's BrokerCheck.