Welcome to United Capital Northern Shenandoah Valley

Are you living the life you want? Talk with us about a proven, engaging approach to wealth management that helps you live richly.

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About Our Office

The United Capital team in Northern Shenandoah Valley, formerly HFI Wealth Management, provides financial advice and investment counseling to help you achieve your financial goals. As one of our clients, you will have a personal financial adviser who will coordinate the management of your investment portfolio with specialists in the areas of Investment Management, Tax Planning, Risk Management, Retirement Planning, and Estate Planning.

Your adviser is always available to you and will also provide:

The Northern Shenandoah team is committed to giving back and improving the lives of our community members. We are a proud supporter of several local events and programs including:

Our team also supports the Shepherd University Financial Planning Program through scholarships and our office Managing Director, Rob Hoxton, serves as a teacher for Financial Planning Development

We are also located in Shepherdstown, WV

Meet Our Financial Advisor Team

Leota Trainor

ADMINISTRATIVE MANAGER

540-450-1500

leota.trainor@unitedcp.com

Christopher J. Dorsey, CFA, MSF

INVESTMENT MANAGEMENT ADVOCATE

540-450-1500

chris.dorsey@unitedcp.com

Tracy Drumheller

ADMINISTRATIVE MANAGER

540-450-1500

tracy.drumheller@unitedcp.com

Stacy Lindberg

DIRECTOR OF OPERATIONS

540-450-1500

stacy.lindberg@unitedcp.com

​Josh Williams

RELATIONSHIP MANAGER

540-450-1500

josh.williams@unitedcp.com

Dave Cass

VICE PRESIDENT, RISK MANAGEMENT

540-450-1500

dave.cass@unitedcp.com

Colleen Becki

RELATIONSHIP MANAGER

304-876-2619

colleen.becki@unitedcp.com

Our United Capital Team Location

35 North Braddock St
Winchester, VA 22601

Telephone: 540-450-1500
Facsimile: 540-450-1575

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Affiliated Office

Northern Shenandoah Valley

8530 Shepherdstown Pike
Shepherdstown, WV 25443

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Local Happenings

Feb 21, 2019

The Money Code

Does it seem like there is never enough money to do everything you want? Do you want to feel confident about the fina...

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About Financial Life Management

We believe a persons financial life isn’t just about money; it’s about a their entire life. We help clients make better decisions by using our judgement, creativity, and empathy to guide and optimize how they make financial decisions.

That’s why we built United Capital: to reimagine wealth management so that money serves our clients and the life they want, not the other way around.

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Personal Wealth Management Investing

Discover Your MoneyMind®.

Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain or take care of the ones you love, the way you feel about money effects the financial decisions you make every day.

When you understand what your money means to you, you can make clear, smart choices about your financial life.

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United Capital Wealth Management

United Capital Financial Insights

The Human Connection is What Matters Most

Our advisors have access to many high-quality services that enable us to ensure that your money is always working throughout your life towards the life you want.

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Want to speak with us now? Give us a call at 833-346-5433

*Award not indicative of investment performance.