Stephen Dreiling, CFP®MANAGING DIRECTOR
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.