Welcome to United Capital Elkhart
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.
Greg SchoenfeldManaging Director
Deborah DeHoffWealth Manager
Jack MckissickWealth Manager
Laura ComplimentDirector of Operations
Roxanne WelkerClient Service Manager
Greg Schoenfeld, CFP®
As the managing director and former owner of Compass Wealth Advisors, now united Capital, Greg provides clients with strategies for their financial life goals. He has experience working with high net worth families and business owners. The services he provides include tax planning, philanthropic endeavors, and estate and portfolio management.
Greg received his Bachelors’ of Science degree from Western Michigan University. Greg is professionally registered as a CERTIFIED FINANCIAL PLANNING practitioner.
Greg is a lifelong resident of southwestern Michigan and northern Indiana. He and his wife Cindy are active members of St. Paul’s United Methodist church in Elkhart. They enjoy living on Donnell Lake, spending time with their children and the grandchildren.
Deborah DeHoff, CFP®
As a Wealth Manager, Deborah works closely with our clients providing objective solutions for their present and future wealth needs. She started her career in finance more than 30 years ago and has been working with our clients for almost half that time.
Deborah received her Bachelor's degree from Indiana Tech., and passed the FINRA Series 24, 63, 7 and 65 exams. In addition, she has a Life, Accident and Health Insurance, and is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®).
In addition to working with clients to help achieve their investment goals, Deborah likes being an active member of the Elkhart Luncheon Optimist Club and she enjoys to spend time working with her horses.
Jack Mckissick, CFP®
As a Wealth Manager with the Elkhart office, Jack works with both new and established clients to provide investment advice. He applies his 30 years of experience in the financial industry to provide pre and post retirement clients with thoughtful financial solutions.
Jack received his Bachelors of Business Administration from the University of Iowa. Jack is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Jack is a member of Granger Community Church and the Elkhart Lions Club. In his spare time he enjoys gardening and spending time traveling with his wife Deborah, and keeping up with all the activities of six children.
Director of Operations
In her role as Director of Operations, Laura is our team member who works directly with our advisers to assist with client applications and overall maintenance for our managed client's records.
Laura received a Bachelor of Arts in Education from Purdue University. Laura and her husband Jimmy live in Elkhart with their young son and enjoy the outdoors and spending time with family.
Roxanne Welker, FPQF™
Client Service Manager
In her role as a Client Service Manager, Roxanne is our team member who works directly with our advisers to assist with client applications, generating reports for client meetings, and overall maintenance for our managed client's records.
Roxanne received an Associate's degree in General Business-Real Estate from Daytona Beach Community College, a Financial Paraplanner Qualified Professional™ designation from the College of Financial Planning, and is a Notary Public for the state of Michigan.
Roxanne and her husband Robin are both active members of the New Hope United Methodist Church. They Live in Michigan on her family farm of four generations.
Roxanne enjoys gardening, scrap-booking, bible study, and takes great pleasure in her grandchildren.
Start the conversation
100 S Main St.
Elkhart , IN 46516