Partnerships Team

Be a part of the change.

While technology is what we do, it’s our people that reflect who we are. We take the time to understand you as well as your firm, employee and client needs. We’re here to help you, so you can help them.

Matt Brinker
Head of Acquisitions, Chief Business Development Officer
Allen Darby
New Partnership Consultant
Brian Church
National Recruiting Consultant
Jacqueline Martinez
Vice President of Acquisitions
Casey Harrison
Project Manager
Cullen Bautch
Financial Analyst
Melissa Willcox
Sales Operations Manager
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Matt Brinker

Head of Acquisitions, Chief Business Development Officer

What are three words people use to describe you?
Candid, committed, kind

When you are not working, what do you care about most?
Family and giving back are my top priorities. I also spend my time seeking soft snow to ski, good waves to surf, and fun trails to mountain bike.

What's your MoneyMind®?
Protection. Growing up in a boom-and-bust (but mostly bust) household has shaped how I interact with money.

About Matt:
Matt is a member of the Executive Committee and is responsible for growing United Capital via strategic partnerships and acquisitions of select wealth management companies around the county. Specifically, Matt focuses on United Capital’s ability to improve the business of any potential partner firm. Matt’s team also designed and executed the partnership agreement and integration into United Capital.

Matt is a former Division I soccer player and qualifier for the USAT Triathlon National Championships. He continues to be very active with his wife and two children.

Contact Matt:
matt.brinker@unitedcp.com

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Allen Darby

New Partnership Consultant

What are three words people use to describe you? 
Catalyst, assertive, thinker

When you are not working, what do you care about most?
Spending time with family and friends is most important to me.

What's your MoneyMind®?
Happiness

About Allen:
As the former owner of a successful practice for 20 years, Allen is uniquely positioned to help owners of wealth management practices sift through complex issues they face every day.

While in his own practice, Allen conducted nine mergers and acquisitions. He understands the challenges associated with running an RIA and can quickly assess the cultural and business match of a potential partner firm.

Allen was a biology major at Wingate University in North Carolina, where he was a former Bulldog linebacker. Allen enjoys cooking and traveling with his wife and two children. Allen resides in Charlotte, North Carolina.

Contact Allen:
allen.darby@iwa.unitedcp.com

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Brian Church

National Recruiting Consultant

What are three words people use to describe you? 
Fun, innovative, engaging

When you are not working, what do you care about most?
I care most about my family.

What's your MoneyMind®?
Protection

About Brian:
Brian works with United Capital’s Managing Directors around the country to develop and facilitate recruiting and acquisition strategies, while creating new growth opportunities for each respective region.

Brian is also a best-selling author and accomplished speaker. His works have been published in five languages and on four continents. Brian has a bachelor’s degree in economics from Hampden-Sydney College and holds a certificate of financial planning from Belmont University.

Brian lives with his wife, Kimberly, and their son, Brian Timothy Church II, in Franklin, Tennessee. Brian is very involved in his community and church.

Contact Brian:
brian.church@iwa.unitedcp.com

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Jacqueline Martinez

Vice President of Acquisitions

What are three words people use to describe you?
Thoughtful, calm, loyal

When you are not working, what do you care about most?
My family is what matters most!

What's your MoneyMind®?
Protection

About Jacqueline:
Jacqueline enjoys playing a key role in the entire partnership process: building relationships, performing financial analysis to determine value, and working closely with advisors to develop deal structure and terms. She enjoys collaborating with all disciplines to learn about the work done to improve the lives of clients and advisors. Jacqueline thrives in United Capital’s entrepreneurial environment and is constantly amazed by the energy, passion, and talent that surround her.

In her career, Jacqueline gained analytical and valuation experience through various roles of increasing responsibility and exposure. From participating in bank acquisitions to being the lead analyst for the San Diego division of California Bank & Trust to merger-and-acquisition work for a private equity firm, Jacqueline’s past experiences provide her with a unique lens for analyzing opportunities for United Capital.

Jacqueline graduated from the University of San Diego and holds a bachelor’s degree in business administration and finance.

Contact Jacqueline:
jacqueline.martinez@unitedcp.com

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Casey Harrison

Project Manager

What are three words people use to describe you?
Fun, sassy, hardworking

When you are not working, what do you care about most?
My family!  Love my husband, kiddos, and our cat, Jasper.

What's your MoneyMind®?
Protection—I am a big saver! My long-term goal is to retire early and spend my days baking goodies and reading trashy novels.

About Casey:
Casey is responsible for coordinating and tracking firms throughout the partnership discovery process. She has a background in project management and customer service. Casey streamlines the process by documenting potential United Capital acquirees in our CRM, sharing the relevant information, and making the transition from candidate to United Capital team member as seamless as possible.

Casey graduated from Ripon College with a bachelor’s degree in politics and government. An avid reader and bargain shopper, Casey lives in Downers Grove, Illinois with her husband and their two rambunctious children.

Contact Casey:
casey.harrison@unitedcp.com

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Cullen Bautch

Financial Analyst

What are three words people use to describe you? 
Patient, thoughtful, energetic

When you are not working, what do you care about most?
Enjoying time with family and friends, working out, surfing, and snowboarding are all things that are important to me.

What's your MoneyMind®?
Protection

About Cullen:
From the initial valuation to final contracts, Cullen guides candidates through the partnership process. He works on financial economics, letters of intent, translating terms into contracts, and providing support for advisors.

Cullen started working for an RIA during his final year of college and spent five years learning the business. He experienced all fields: opening new accounts, doing portfolio accounting, trading, researching equity, and reporting performance have provided him with a great deal of firsthand knowledge.

Cullen graduated from Cal State Long Beach with a bachelor’s degree in finance. While finishing his degree, Cullen studied for and passed the chartered financial analyst (CFA) exam.

Cullen spends his extracurricular time listening to music, surfing, snowboarding, and staying active. He enjoys time outside and devouring good Mexican food whenever possible.

Contact Cullen:
cullen.bautch@unitedcp.com

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Melissa Willcox

Sales Operations Manager

What are three words people use to describe you?
Optimistic, curious, exuberant

When you are not working, what do you care about most?
What’s most important to me is spending time with my boyfriend and our three furry babies, who make my heart whole.

What's your MoneyMind®?
Protection

About Melissa:
Melissa is responsible for managing internal sales processes and sales metrics. Her role enables the team to become more productive and efficient through insights and strategic improvement. She has an extensive background in CRM database management and data analytics.

Melissa studied history and English literature at California State University Channel Islands. She enjoys being out in nature, exploring fun new restaurants and thinks crocs are the greatest shoes ever invented (don’t judge until you have walked a mile or more in their lightweight comfort).

Contact Melissa:
melissa.willcox@unitedcp.com

Interested in joining our team?