Welcome to United Capital Indianapolis

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.

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

Mike Surenkamp
Managing Director
Roel Carandang
Managing Director
Tammie Schroder
Director of Operations
Brian Melvin
Senior Wealth Manager
Ryan Roller
Wealth Manager
David Tucker
Wealth Adviser
Duane Wimer
Wealth Adviser
Andy Birge
Client Service Manager
Amanda McGillem
Client Service Manager
Jordan Stefanov
Relationship Manager
Michelle Reynolds
Client Service Associate
Allison Ballinger
Administrative Manager
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Mike Surenkamp, MBA, CFP®

Managing Director

mike.surenkamp@unitedcp.com

Mike Surenkamp is a Managing Director of United Capital’s Indianapolis office, was formerly President and founder of CS Capital Management. He is a graduate of Indiana University, where he received his MBA in 1981. A CERTIFIED FINANCIAL PLANNER professional, Mike has spoken to thousands of consumers across America over the past 30 years, sharing his common-sense approach to retirement planning. Mike and his associates at United Capital’s Indianapolis office focus on working with their clients to develop a retirement game plan that seeks to minimize risk while generating the income to meet their goals. A lifelong resident of Indiana, Mike lives in Fishers with his wife, Patty. They enjoy spending time with their three grandchildren.

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Roel Carandang

Managing Director

roel.carandang@unitedcp.com

Roel Carandang is a Managing Director of the United Capital Indianapolis office and Co-Founder of CS Capital Management, which was started in 1993.

Roel is primarily focused on the continued success of the team’s clientele. A significant amount of his time and expertise is devoted to the coordination and overall strategic direction of his office. His experience of 30+ years in the investment and financial services industry has helped in the development and success of CS Capital Management, now part of United Capital, where it has grown to over $175 million in assets under-management. After attending Indiana Central University his background includes 13 years’ experience in the financial services industry.

Roel and Kathy, his wife of 25 years, have three children, Alisha, Sasha and Adam. All three are proud Hoosiers of Indiana University. Roel and his family are lifelong residents of Greenwood, a southside suburb of Indianapolis. Roel enjoys golf, fishing, all sports and spending time with his family on his time off.

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Tammie Schroder

Director of Operations

tammie.schroder@unitedcp.com

Tammie Schroder has over 24 years of experience in the financial industry. As Director of Operations for the United Capital Indianapolis office, she is in charge of all internal office procedures making sure that our office runs as smooth as possible.

Tammie is a participant of the IAACP Certified Professional Program and participates in various Educational Compliance Programs. She has two children, three step-children and seven step-grandchildren, who she enjoys spending time with. She also loves spending time with her husband showing horses and working on their horse farm.

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Brian Melvin, RICP

Senior Wealth Manager

brian.melvin@unitedcp.com

Brian Melvin serves as a Wealth Manager for the United Capital Indianapolis office, formerly CS Capital Management, Inc.

He works with a team of financial professionals who are dedicated to providing the comprehensive, holistic services retirees and preretirees need to pursue their retirement dreams. A financial professional since 1997, Brian possesses in-depth knowledge that comes from over 16 years of experience. His credentials include a Bachelor's of Science in Finance from Indiana State University, a Life and Health Insurance License, a Series 65 securities license and a Retirement Income Certified Professional (RICP) designation from the American College. His experience and training enable him to assist clients with a broad range of services, from financial, retirement income and investment planning to Social Security planning. Away from work, Brian serves the community through Traders Point Christian Church of Zionsville, where he is a volunteer in the Children’s Ministry and Kairos Prison Ministry. In his spare time, he enjoys exercising, including bike riding, and spending time with his wife, Christine, and their two daughters, Lia and Lilly.

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Ryan Roller, RICP

Wealth Manager

ryan.roller@unitedcp.com

Ryan Roller is a Relationship Manager for the United Capital Indianapolis office, formerly CS Capital Management. He works with a team who are dedicated to providing the comprehensive, holistic services retirees and preretirees need to pursue their retirement dreams. The hallmark of the team’s services is their professional approach. Ryan graduated from Indiana University with a Bachelor's of Science in Finance and holds a Life and Health Insurance license and Series 65 license. He works closely with our clients, helping them with retirement income planning, investment planning, Social Security planning and other retirement concerns. Ryan is also responsible for seminar and education programs.

Away from work, Ryan serves the community as a volunteer at Emanuel Church of Greenwood. He enjoys all sports, including softball, football and basketball. As a dedicated family man, spending his leisure time with his wife, Lauren, and their two children, Lilly and James, is a priority.

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David Tucker

Wealth Adviser

david.tucker@unitedcp.com

For nearly 30 years, David Tucker has helped guide the financial decisions of clients and their families throughout Central Indiana. He values the long and deep relationships he’s developed with the families he works with, some now extending into the second generation.

According to David, “It’s been rewarding to watch families grow, kids go to college and lifelong clients move into retirement.”

With active and complex lives, David’s clients look for working with a financial adviser who can help effectively organize their financial affairs, guide them through life’s transitions and help develop a sense of financial confidence.

He has extensive knowledge in the following areas:

  • Financial planning for retirement
  • Investment planning and management to support your financial objectives and work toward retirement income for life.
  • Insurance planning to manage the financial risk of your death, disability or long-term medical care.
  • Planning for the preservation and distribution of your wealth to family and charity.

David holds a Master of Science in Management from Purdue’s Krannert Graduate School of Management and a Bachelor of Arts from DePauw University.

He has continued his professional education, earning the Chartered Financial Consultant® and Chartered Life Underwriter® designations from the American College. He is also a Chartered Retirement Planning Counselor℠, having successfully completed study through the College for Financial Planning.

David is a native of Indianapolis and lives in Carmel, Indiana, with Martha, his wife of nearly 40 years. Their son Chris, another proud Purdue Boilermaker, makes his home in Denver with his wife Heather.

A longtime member of Second Presbyterian Church in Indianapolis, David enjoys biking on the Monon Trail, using FaceTime to watch grandson Jack grow, reading (especially Blackford Oakes novels) and long walks with Martha on Sunset Beach, their second home in North Carolina.


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.

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Duane Wimer

Wealth Adviser

duane.wimer@unitedcp.com

Duane Wimer has nearly 30+ years of professional experience. He began his career in 1984 as a Staff Accountant and progressed to Principal for an Indianapolis-based Certified Public Accounting firm.

In 1994, Duane left public accounting to provide leadership for the Delta Tau Delta International Fraternity, headquartered in Indianapolis, becoming the organization’s Executive Director in 1996. In 2002, he joined Redwood Investment Advisors, now United Capital, and works with individuals to develop wealth accumulation, preservation and retirement income.

Duane is both a Certified Public Accountant and a registered Investment Adviser. He is a member of the Indiana CPA Society and serves on the board for FRMT, Ltd., a reinsurance company owned by 30+ national college fraternities.

Duane graduated from Ball State University with a Bachelor’s Degree in Accounting.

Duane made his home in Carmel, Indiana, with his wife, Maria, and children, Erica, Michael and Nicole. In his free time, Duane enjoys all sports, especially fishing, and spending time with family.

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Andy Birge

Client Service Manager

andy.birge@unitedcp.com

Andy Birge is a Client Service Manager for the United Capital Indianapolis office, formerly CS Capital Management Inc.

Andy began his career with the firm after he graduated from the Indiana University business school in 1997. Over his many years with CSCM, he has held numerous positions. Andy holds a Life and Health Insurance license. Andy is a lifelong resident of Indianapolis and is married with two children. His hobbies include spending time with his family, running and basketball.

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Amanda McGillem

Client Service Manager

amanda.mcgillen@unitedcp.com

Amanda McGillem serves as the Client Services Manager for the United Capital Indianapolis office, formerly CS Capital Management Inc.

She has been with the CS Capital team, now part of United Capital, since 2004. With 10 years’ experience, she provides the internal office support and daily maintenance of client accounts. Her attention to detail working closely with the client account managers is the key to our excellent client service. As the main contact with Schwab Institutional, she is dedicated to making client requests her priority.

Amanda is part of multiple office committees and helps with the direction and vision of the Indianapolis team. Outside the office, you can find Amanda being very active and involved with her four busy teenagers and enjoying the outdoors with her husband, Mike. She loves to smile and make the best out of every day!

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Jordan Stefanov

Relationship Manager

jordan.stefanov@unitedcp.com

Jordan Stefanov is a Client Service Manager at United Capital’s Indianapolis office. He graduated from the Kelley School of Business at Indiana University in Bloomington in 2012. Upon graduation, he gained experience in the financial industry by leveraging multiple insurance companies to solve client needs. During his career, he has always had one thing in mind—do what’s best for the client. That focus led Jordan to United Capital; not only does United Capital do what’s best for the client, but they do that in a way that engages both parties with a unique hands-on experience.

Apart from United Capital, Jordan is a highly competitive racquetball player; he is always up for a challenge, even away from the racquetball court. He also enjoys sports and loves to travel. If you have extra tickets to a Colts or Pacers game, let him know!

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Michelle Reynolds

Client Service Associate

michelle.reynolds@unitedcp.com

With more than six years of financial services industry experience, Michelle Reynolds is responsible for maintaining accurate client records, processing account requests, producing quarterly reports and providing other client support services. She earned a Bachelor’s Degree in English from Indiana University.

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Allison Ballinger

Administrative Manager

allison.ballinger@unitedcp.com

Allison Ballinger serves as the Administrative Manager for the United Capital office in Shelbyville. She has been with the Indianapolis team, formerly CS Capital Management, since 2011. Allison graduated from Vincennes University in 1998 with an Associate's of Science Degree. She began her career at Wellman Thermal Systems as an Inside Sales/Administrative Assistant. In 2004, she became the Office Manager/Administrative Assistant for Endris Financial Services. After seven years with EFS, she joined the CS Capital Management team, now a part of United Capital, in 2011. In her spare time, Allison has been a member and past Chapter President of Sigma Beta Sorority, a national philanthropic organization. She helps and donates her time with many charity functions throughout the year in support of Sigma Beta's mission. Allison is a resident of Shelbyville with her husband and three children. She enjoys family vacations in Florida and spending time with her daughters at dance, Girl Scouts and volleyball and watching her son play baseball.

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440 N. East Street
Indianapolis, IN 46204
317-636-1000

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.