Welcome to United Capital Great Falls
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.
Paul C. BennettManaging Director
Mark E. WeberManaging Director
Adam MorganWealth Manager
Kevin D. McLoughlinWealth Manager
Michelle HundleyWealth Manager
Michelle SharumManager of Operations
Sandy ZavitsanosClient Services Manager
Sladjana LijeskicClient Services Manager
Trenton McCallieRelationship Manager
Cole WilliamsRelationship Manager
Paul C. Bennett, PhD, MS, CFP®
A native Washingtonian, Paul Bennett has 30 years of wealth management experience. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Financial Consultant (ChFC®) and Managing Director of the United Capital office in Great Falls. He holds a postdoctoral MS in Applied Analytics from Columbia University and a PhD in Economics from SMC University. Paul also holds a MS in Finance from Indiana University Kelley School of Business and a BA from the University of Florida.
Paul specializes in providing financial life management advice to Professionals (executives, physicians and attorneys) and Entrepreneurs. He maintains this narrow and deep focus of expertise in order to be intimately aware of the issues, nuances, challenges and opportunities faced by Professionals and Entrepreneurs.
Paul is a published author of books and articles on investments, personal finance and economics. His latest book is entitled The Money Navigator: The Essential Guide to Living Your Ideal Financial Life. He has been recognized by Washingtonian magazine and Northern Virginia magazine as a Top Financial Advisor. He also has served as a subject matter expert for the Certified Financial Planner Board of Standards, contributing to the development of examination questions for the CFP® Certification Examination.
An elected member of the Washington, D.C. Estate Planning Council and a member of the Board of Directors of the Rotary Foundation of Great Falls, Virginia, Paul was also previously on the Board of Trustees for Capital Hospice as well as the Finance and Planned Giving Advisory Committees.
In his free time, Paul enjoys playing tennis, traveling and spending time with his family, reading nonfiction and playing an occasional round of golf.
Mark E. Weber, CFP®, CFA, CPWA®
Mark E. Weber is a Managing Director for United Capital's Great Falls office. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and holds the Chartered Financial Analyst (CFA) and Certified Private Wealth Advisor (CPWA®) designations. He also holds a Master of Science in Financial Services from the American College and has over 16 years of experience in the financial planning profession. He is an active member of the National Capital chapter of the Financial Planning Association and formerly served on the Board of Trustees for Capital Caring, based in Falls Church, Virginia.
Mark is originally from Northern Virginia, earning his Bachelor of Science in Biology from James Madison University. He currently lives in Reston, Virginia with his wife, Pam, and their two sons, Ryan and Evan. In their spare time, they enjoy international travel and outdoor recreation, including hiking, kayaking and skiing.
Adam Morgan, MBA, CFP®, CDFA®
Adam is a Certified Financial Planner (CFP) and Certified Divorce Financial Analyst. He has 18 years of financial industry experience. He received his BS in Psychology from Bridgewater College and his MBA from Radford University in 2003. He became trained as a neutral in the Collaborative Divorce Process in 2011 where he helps couples develop creative solutions to complex financial problems.
Adam currently serves on the Board of Directors for the Northern Virginia Collaborative Professionals as well as teaches a course on the Financial Issues of Divorce for Northern Virginia Mediation Services. He is also pursuing his certification as a Family Mediator with the State of Virginia.
His spare time is spent with his wife Brooke and their 2 year old daughter Lily.
Kevin D. McLoughlin, CFP®
Kevin McLoughlin, CFP® is a Wealth Manager at United Capital Financial Advisers, LLC who works with individuals and families to create financial life management solutions unique to their goals, beliefs and finances. With over a decade experience in the financial management industries working with clients, Kevin has developed a passion for marrying the client’s “why” with high-quality, risk-adjusted investment management strategies that support’s clients living their ideal life.
Kevin is a Certified Financial Planner™ professional with an in-depth understanding of financial securities and other investment products, expertise in retirement accumulation and distribution planning strategies, and experience in providing support to clients in implementing their financial strategies.
Kevin holds a B.S. in Finance from St. Joseph’s University in Philadelphia, PA and an Executive Certificate in Financial Planning from Georgetown University in Washington, D.C. He is a member of the Financial Planning Association (FPA) and the FPA – National Capital Region chapter.
Originally from Vienna, VA, Kevin currently resides in Arlington with his wife and son, Susan and Patrick. They enjoy taking their dog, Seamus, to the dog park, attending sporting events and socializing with family and friends.
Michelle Hundley, JD, CFP®
Michelle Hundley is a Wealth Manager for United Capital Financial Advisors, LLC in Great Falls, Virginia. Michelle earned her CFP® Professional Certificate from Georgetown University. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Advisor, having also passed the Series 65. Michelle earned her Juris Doctor from the George Mason University School of Law where she graduated in the top tier of her class and served as Editor of the George Mason Law Review. Michelle earned her B.A. from James Madison University, magna cum laude.
As a Wealth Manager for United Capital, Michelle is responsible for developing and implementing effective financial strategies for United Capital’s high net worth clients. Having both a CFP® and a law degree, Michelle brings an exceptional level of expertise to her role in the financial planning process. To obtain the best results for her clients, Michelle carefully examines all aspects of their financial lives, including investments, lifestyle/retirement goals, estate documents, insurance coverage and tax planning.
Michelle joined the financial services industry after a distinguished career practicing law in Virginia, the District of Columbia, and New York. Through her legal work, Michelle honed her ability to identify and execute detailed resolutions for her clients’ legal issues. She now employs that same dedicated loyalty when working with United Capital’s clients to help them meet and exceed their financial goals.
Michelle is a native of Virginia and currently lives in Great Falls, Virginia with her daughters and husband, Jim. In her free time, Michelle enjoys family hikes with their border collie, biking Virginia trails and attending her children’s sporting events.
Manager of Operations
Michelle Sharum currently serves as Director of Operations, and has been a part of the United Capital team since 2011. Michelle has served in several different roles at United Capital, allowing her to bring first hand operational & leadership experience to our Regional Offices.
Michelle’s previous experience includes over 10 years of employee supervision and project management. Michelle holds a Bachelor of Science in Interdisciplinary Studies with a Mid-Level Math/Science Education Certification from the University of Texas at Arlington. In her spare time, she enjoys spending quality time with her daughters and husband.
Client Services Manager
Sandy Zavitsanos has been with the United Capital Great Falls office since 2010 working, diligently with our clients and custodians to prepare all new account and transfer paperwork.
Sandy has over 13 years of experience as an Executive and Administrative Assistant. She is also a Notary Public and provides notary services for United Capital clients when needed. When not working, she enjoys movies, reading, hiking, tennis and spending time with her family.
Client Services Manager
Sladjana Lijeskic serves as a Client Services Manager for the United Capital team in Great Falls. As our clients’ first impression of UC, she is very passionate about helping others and strives to provide an exceptional client experience.
Sladjana has over 13 years of customer service experience. Prior to joining United Capital, she had been working as an Administrative Assistant for the Urology Group in Reston, Virginia.
A Serbian native, Sladjana has lived and worked in the United States since 2010. Sladjana resides in Potomac Falls, Virginia and enjoys traveling and spending time with family and friends. She is seeking to achieve additional education and certification in the financial industry.
Trenton McCallie is a Relationship Manager for United Capital and holds the Series 65 registration. He also holds a Bachelor of Science in Agricultural Economics from Texas A&M University with minors in Business and Financial Planning. Prior to working in a regional office role, Trenton worked in United Capital’s corporate office as part of a collaborative planning group responsible for giving advisers practice management guidance as well as insights for our clients’ financial plans.
Trenton is originally from Tyler, Texas, and he is currently a member of the Financial Planning Association and an active member of his local church. In his spare time, he enjoys reading, running, travelling, and spending time with his family.
Cole Williams is a Relationship Manager at United Capital Financial Advisers, LLC in Dallas, Texas. Cole is an Investment Adviser Representative and actively holds the Series 65 registration. . Prior to his current role, Cole worked in the corporate United Capital office as a Guidance Specialist, where he specialized in creating and modifying personal financial plans for various United Capital regional offices using planning software such as MoneyGuidePro®, Financeware (GDX360), and eMoney.
Cole earned his Bachelor of Science in Economics from Texas A&M University in College Station, Texas, with a minor in Business Administration.
Cole currently resides in Dallas, Texas, where he is active in his church, enjoys playing music, and is an avid fan of the Dallas Cowboys.
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746 Walker Road, Suite 16
Great Falls, VA 22066
*Award not indicative of investment performance.