Our Team

Dan began his career as a financial advisor in 2012 having broad experience in different financial services roles. Daniel is a two-time graduate of the College for Financial Planning having earned the Accredited Asset Management Specialist designation (AAMS®) and the Chartered Retirement Planning Councilor (CRPC®). These industry specific designations provided in-depth training on the topics of investments, insurance, taxation, retirement and estate planning issues while requiring continuing education and adherence to a strict code of ethics.

Dan specializes in early retirement income planning for those individuals that strive to retire early and live life to the fullest. This involves an emphasis on tax managed investing, and a good understanding of health insurance options in today’s marketplace.

Dan lives in Cheyenne with his wife Ashley, and young son Warren. When Dan isn’t working, he’s spending his time with family and friends, fishing, shooting, playing hockey or video games.

Pablo worked in Finance since 2009 with various positions in banking and personal finance. Pablo graduated with a BA degree in liberal arts and has a BS in Finance and real estate from Colorado State University in 2010.

Pablo’s other specialty is helping small business owners, and loves helping with insurance continuity planning. He has always believed that the small business owner is the backbone of today’s economy. As a small business owner, Pablo understands the mindset and sacrifice it takes to be successful.

Pablo lives with his wife Jackie, and daughter Kiera in Norther Colorado where he loves spending his free time working in the yard, and spending time with close friends.

_{Pablo Soto Aldana is not affiliated with United Planners.}

Thomas Owings was born and raised in Fort Worth and was determined to be a Financial Planner since elementary school at Lake Country Christian. After receiving a Finance degree at Texas Tech, he worked his way toward becoming a CERTIFIED FINANCIAL PLANNER™ but is no longer a CFP.  As a currently licensed financial advisor, and previously holding the CFP® designation, Tom pulls from his years in the securities business to help clients with insurance.

Thomas has a true passion for helping clients, aiming to take much of the financial stress and unknowns off of their shoulders. He has the heart of a teacher and spends the time educating his friends to help them make the most informed decisions possible. When Thomas is not at work, he loves spending time with his wife, Syble, and two sons Tommy and Jacob. He also enjoys travelling, watching sports and spending time outdoors.

Zach is your client associate joining the firm in 2023. Zach is a born and raised Wyoming native and a graduate of Cheyenne East. Zach studied business finance at LCCC and The University of Wyoming, Go Pokes. Zach lives in Cheyenne with his wife Hannah and furry friends Scout and Frankie. Zach has a passion for physical fitness and its connection to financial wellness. Sundays are dedicated to football where we try not to judge him for being a lifelong Philadelphia Eagles fan.