Welcome to United Capital Modesto

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.

About Our Office

The Modesto office has worked with individuals, families, and small businesses in both the Central Valley and across the country for over 20 years. The advisers have a combined experience of over 80 years in the financial advisory business and love coming to work every day to help their clients achieve their goals. An anchor office in United Capital since 2005, the team is full service and able to address a multitude of potential client needs from financial guidance and advice, to investment management, to estate, tax, and business planning.

Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

Terry D. Swehla
Managing Director
Chris Battreall
Managing Director
Valerie Hurst
Relationship Manager/Wealth Adviser
Stacy Paradise
Wealth Adviser
Andrew Wolf
Relationship Manager
Sheri Gonzales
Administrative Manager
close

Terry D. Swehla, CFP®

Managing Director

terry.swehla@unitedcp.com

Terry D. Swehla began his career in the financial planning industry in 1987 following a decade of service as a Lutheran minister. As a Certified Financial Planner for over 15 years, his professional leadership has been recognized by American Express, where he received the prestigious Chairman’s Award for Quality during his tenure as a Senior Financial Adviser, and by AIG/SunAmerica Securities, where he was appointed to the President’s Club. Terry’s financial columns have been featured in the Modesto Bee, Stanislaus Farm News, San Joaquin County Farm Bureau News and the Northern California Senior Spectrum. He is regularly invited to speak on financial topics at educational institutions, churches, and service and professional organizations. In addition to his role as a Managing Director of United Capital Financial Advisers, Terry has served in many national positions, including the United Capital Advisory Council, the AIG/SunAmerica Securities’ National Education Committee, the Conciliar Press Board for the Antiochian Orthodox Christian Archdiocese of North America and the Liturgical Conference Board. Locally, he serves on the Stanislaus County Treasury Oversight Committee, as a member of the Modesto Rotary Club and as a past treasurer for the Doctor’s Medical Center Foundation Board. Terry was born and raised in Sacramento and holds degrees from the University of California, Berkeley, and Pacific Lutheran Theological Seminary. He is married with three sons and four grandchildren.


Investment Advisory services offered through United Capital Financial Advisors, LLC (“United Capital”), an investment adviser registered with the SEC. Securities and additional advisory services offered through Girard Securities, Inc. (“Girard”), a registered broker-dealer, member FINRA/SIPC. United Capital and Girard are separate and unrelated companies. Check the background of this investment professional on FINRA’s BrokerCheck.

close

Chris Battreall, CFP®

Managing Director

chris.battreall@unitedcp.com
Connect on LinkedIn

Chris Battreall specializes in personal financial planning, including investment advisory services and retirement, education, and estate planning. Chris received his Certified Financial Planner® designation in early 2006 and has taught financial management courses for corporations nationwide. He was born and raised in Indianapolis and graduated from Miami University in Oxford, Ohio, with degrees in Economics and Political Science and has spent his entire career in the financial services industry. Chris joined United Capital's family of regional offices in 2005, working out of the Bethesda, Maryland, office. He and his wife, Beth, relocated to Modesto in early 2008.


Investment Advisory services offered through United Capital Financial Advisors, LLC (“United Capital”), an investment adviser registered with the SEC. Securities and additional advisory services offered through Girard Securities, Inc. (“Girard”), a registered broker-dealer, member FINRA/SIPC. United Capital and Girard are separate and unrelated companies. Check the background of this investment professional on FINRA’s BrokerCheck.

close

Valerie Hurst

Relationship Manager/Wealth Adviser

valerie.hurst@unitedcp.com
Connect on LinkedIn

Valerie Hurst brings over 14 years of experience working with clients in insurance and financial services, as well as 15 years of previous experience with a health maintenance organization (HMO), to her role as Wealth Adviser for United Capital. She previously owned her own insurance business and has served on various church and school boards and as President of the local chapter of the National Association of Insurance and Financial Advisors (NAIFA). Originally from upstate New York but raised in Modesto, she is a graduate of Stanislaus State University with a degree in Psychology and holds FINRA Series 7 & 66, as well as Life and Health Insurance licenses.


Securities offered through Girard Securities, Inc. (“Girard”), a registered brokerdealer, member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Girard and United Capital are separate and unrelated companies. Check the background of this investment professional on FINRA’s BrokerCheck.

close

Stacy Paradise, CRPC®

Wealth Adviser

stacy.paradise@unitedcp.com
Connect on LinkedIn

Stacy Paradise has been registered with FINRA since 2000 and specializes in personal financial planning, including investment advisory services with a focus on family financial strategies, college savings and insurance needs, retirement planning and retirement distribution. Stacy holds the designation of Chartered Retirement Planning Counselor℠ and is passionate about inspiring and empowering women. She enjoys spending time with family, traveling and attending community events.

Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.


Securities offered through Girard Securities, Inc. (“Girard”), a registered brokerdealer, member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Girard and United Capital are separate and unrelated companies. Check the background of this investment professional on FINRA’s BrokerCheck.

close

Andrew Wolf

Relationship Manager

andrew.wolf@unitedcp.com

Andrew Wolf serves as Relationship Manager, having joined the team in December 2012. He is responsible for identifying and helping to bridge any communications or administrative gaps that may exist between our clients and our advisers, enhancing the convenience and fluidity of the services United Capital provides. Sitting in on client meetings, working with clients prior to and following meetings to collect important account information, updating clients’ financial data and deliverables, and assisting with case preparation are a few of the important tasks Andrew performs. Andrew holds a degree in Management Information Systems from the University of Wisconsin, Milwaukee, and has multiple years’ experience working as a web developer for a major national retailer. Andrew lives in Modesto, is married and has two beautiful children.

close

Sheri Gonzales

Administrative Manager

sheri.gonzales@unitedcp.com

Sheri Gonzales is United Capital's Administrative Manager and has been with the firm since 2004 and has over 20 years of experience as an Administrative Assistant. She manages the front office operations, which consist of greeting clients, answering phones, scheduling and confirming appointments, and handling back office paperwork. Sheri and her husband, David, have one daughter, Kelly, and have lived in Patterson for 10 years, relocating from the Bay Area. Sheri enjoys interior decorating, and her passion is shopping.

Start the conversation

909 15th Street, Suite 1
Modesto, CA 95354
209-530-1515

Securities offered through Girard Securities, Inc. (“Girard Securities”), a registered broker/dealer, member FINRA/SIPC. Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”) a Registered Investment Adviser. Girard Securities and United Capital are separate and unrelated companies.
Check the background of this investment professional on FINRA’s BrokerCheck.