833-346-5433

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. We help 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 Winchester, VA

Meet Our Financial Advisor Team

Leota Trainor

ADMINISTRATIVE MANAGER

304-876-2619

leota.trainor@unitedcp.com

Tracy Drumheller

ADMINISTRATIVE MANAGER

304-876-2619

tracy.drumheller@unitedcp.com

Christopher J. Dorsey, CFA, MSF

INVESTMENT MANAGEMENT ADVOCATE

304-876-2619

chris.dorsey@unitedcp.com

Stacy Lindberg

DIRECTOR OF OPERATIONS

304-876-2619

stacy.lindberg@unitedcp.com

​Josh Williams

RELATIONSHIP MANAGER

304-876-2619

josh.williams@unitedcp.com

Dave Cass

VICE PRESIDENT, RISK MANAGEMENT

304-876-2619

dave.cass@unitedcp.com

Colleen Becki

RELATIONSHIP MANAGER

304-876-2619

colleen.becki@unitedcp.com

Our United Capital Team Location

8530 Shepherdstown Pike
Shepherdstown, WV 25443

Telephone: 304-876-2619
Facsimile: 304-876-1126

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Affiliated Office

Northern Shenandoah Valley/Winchester

35 North Braddock St
Winchester, VA 22601

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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...

Read more
Oct 10, 2019

Client Event

Personal Safety & Security For The High Net Worth – Staying Safe In An Unsafe World

Speaker: John Shee...

Read more

Wealth Management and Financial Advisor Services To Help You Live Richly

At United Capital, a Goldman Sachs Company, our financial advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, and living richly means something different for each person.

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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 affects 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. Discover your MoneyMind®now.

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

*Award not indicative of investment performance.