Case Managers and Administration
Tiffany Gordon
Senior Case Manger/Director Client Relations
Tiffany has 17 years of experience in the financial services industry. Her professional roles include having been an associate for a national financial planning firm as the individual responsible for overseeing all operational aspects of client portfolios as well as managing the local operations team. Over the past ten years Tiffany has developed a extensive knowledge of the special operational needs of non-profit organizations. Providing operational service to our clients is Tiffany’s primary responsibility – and something at which she excels. Her strong leadership skills and organizational abilities help to ensure clients receive consistent, complete service at all times. Tiffany is a lifelong resident of Rockford and holds an Associate degree from Rock Valley College. She resides in the Rockford area with her husband and her three children.
Linda Patefield
Administrative Manager
Linda brings 15 years of customer service experience to the United Capital team, five of which were spent in the investment industry. One of our key operations people, Linda assists in the Client Services Department. Linda’s primary responsibilities include establishing and maintaining all of the operational concerns and paperwork associated with customer accounts. She also manages the back-office issues related to our custodial relationships and handles inquiries from our retail clientele. Linda and her husband have three children and have lived in Rockford for nine years.
