Welcome to United Capital Palm Desert

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.

The United Capital Palm Desert office, formerly Jensen Wealth Advisors, has served clients since 1989. Our team includes a CFP® professional, a CRPS designee, and two fully registered (Series 7) securities professionals. As part of United Capital, we have one mission - to provide trusted, fully transparent, wealth and investment advice to the hundreds of clients and their families who have entrusted us with this incredible responsibility and exciting endeavor. Seeing our clients implement strategies and recommendations that we and their other advisors have developed through truly knowing and understanding them is what drives us each and every day.

Success for our clients equals success for us.

Phone: 760.341.5242

Fax: 855.278.1168

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

Erik Jensen
Managing Director
Phil Tanner
Wealth Manager
Dave Smith
Director of Operations
Rick Matcham
Relationship Manager
Veronica MacMillan
Administrative Manager
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Erik Jensen, CFP®

Managing Director

erik.jensen@unitedcp.com

Erik is the Managing Director of the United Capital Palm Desert office. Prior to joining United Capital, Erik was founder and President of Jensen Wealth Advisors and built a wealth management firm focused on trust and integrity with an emphasis in high-touch, meaningful relationships with our clients.

Founded Jensen Wealth Advisors in 2000.

  • Earned the CFP® certification, the leading mark of financial planning, in 1995. 
  • Exclusively serves successful families and businesses with comprehensive wealth management
  • Active in local charities, including the Coachella Valley Rescue Mission
  • Established a charitable fund to benefit local and national charities
  • Graduated Salutatorian from Indio High School, 1985 - Captain and All-American in swimming and water polo
  • Graduated Cum Laude (Government) from Claremont McKenna College in 1989 - Captain of league champion swimming and water polo teams
  • Insurance license # 0769750

Erik lives in Bermuda Dunes with his wife, Anna and two kids. He enjoys hiking, traveling, reading and loves his Los Angeles Angels of Anaheim.


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Phil Tanner, CRPS®

Wealth Manager

phil.tanner@unitedcp.com

Phil joined Jensen Wealth Advisors in 2015 and is now a Wealth Manager with the United Capital Palm Desert office.

  • Born and raised in the Coachella Valley
  • Graduated from Palm Desert High School in 1999, where he was captain of the soccer team
  • Earned his bachelor's degree from Purdue University in West Lafayette, IN
  • Spent 10 years in the insurance industry before joining Jensen Wealth Advisors in 2015
  • Insurance License # 0I24570

Phil lives in Palm Desert with his wife, Amber and their two sons, Jack and Bradley. He is an outdoor enthusiast who loves sports, hiking and taking his dog, Hannah, on long walks.


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Dave Smith

Director of Operations

dave.smith@unitedcp.com

As the Director of Operations, Dave is responsible for coordinating the firm's systems and client services as well as keeping the firm's technology up to date and running efficiently.

  • Joined Jensen Wealth Advisors, now United Capital, in 2001
  • Earned the nickname The Bulldog for his willingness to go the extra mile 

Dave lives in Palm Desert with his wife, Lindsey, and their two children. He spends his free time watching Lakers basketball, honing his computer programming skills and loves to get away to the beautiful beaches near San Diego.

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Rick Matcham

Relationship Manager

rick.matcham@unitedcp.com

Rick has been involved in financial services for over 16 years. His wide-ranging experience in the field adds to the first-class experience that our team strives to provide our clients.

  • Joined Jensen Wealth Advisors in 2012
  • Is primarily responsible for client securities trades and risk allocation reviews
  • Graduated Salutatorian from Indio High School, 1982
  • Graduated Cum Laude (Psychology) from UCLA in 1987

Rick lives in Palm Desert. He enjoys reading and serves as a club officer in Toastmasters International.

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Veronica MacMillan

Administrative Manager

veronica.macmillan@unitedcp.com

As Administrative Manager for the United Capital Palm Desert office, Veronica is responsible for creating a unique and memorable experience for clients, both in the office and at special events. She assists in many aspects of the team's operations helping to provide a higher level of service to each client.

  • Joined Jensen Wealth Advisors in 2009 as a Client Relationship Manager
  • Over 20 years of office management experience
  • Began career in the legal industry assisting attorneys in a wide variety of legal matters
  • Experience in building client loyalty
  • Strives to provide exceptional customer service
  • Offers high-level administrative support
  • Along with her husband, Rick, she is an owner and helps operate Certified Smog & Automotive Repair, in business for 15 years
  • Volunteers at Sacred Heart School & Xavier College Prep High School

Veronica was born and raised in the Coachella Valley. She, Rick and their two kids enjoy spending time together here at their desert home, summer getaways to their cabin in the mountains or visiting friends at the beach.

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36921 Cook St, Suite 101
Palm Desert, California 92211
760.341.5242

Securities offered through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity. Check the background of this investment professional on FINRA's BrokerCheck.

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