Benjamin English is a financial advisor at United Capital Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Goldman Sachs Personal Financial Management and Wells Fargo in various roles. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, technology tools, and access to both internal and third-party investment strategies.

Erik Jensen is a CFP® with 36 years of industry experience, currently serving at United Capital Financial Advisors. His prior roles include positions at Cetera Advisor Networks LLC, Girard Securities, Jensen Wealth Advisors, and LPL Financial. He is a trustee of a real estate trust, managing property-related activities outside of his advisory work. United Capital Financial Advisors offers financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients. The firm employs discretionary portfolio management with customizable asset-allocation models and provides access to alternative investments, third-party managers, and client-facing technology platforms.

Richard Matcham is a financial advisor with United Capital Financial Advisors in Palm Desert, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at United Capital since 2017 and previously spent five years at LPL Financial. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports clients with technology and reporting tools.