Welcome to United Capital Willamette 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

At the United Capital WillametteValley office, we help our clientsattain security and peace of mind. This comes from knowing they will be able toprovide well for themselves, as well as the people they truly care about. We help clients identify their financial biases, andunderstand how these affect the way they think and make decisions about money.

We do this by providing a unique guidanceand investment process designed to help clients insulate themselves fromsuccumbing to the emotional & psychological extremes when it comes to theirfinancial decisions.

We use compassion and care to help giveclients hope in achieving their most treasured goals for themselves and theirfamily.

We are here to guide clients with objectiveanalysis, and help shield them from decisions that can create costly mistakes.

Our entiresystem is designed to support our client’sdecision-making process, which will help keep them focused on controlling thecontrollable and being the driver of their financial lives.

YOU ARE UNIQUE

*Above photo by Bill Miller, Allegory Commercial Photography

Meet Our Financial Advisor Team

Maria Olsen

DIRECTOR OF OPERATIONS

503-472-4631

Maria.Olsen@unitedcp.com

Heather Kelly, RHU, HIA, MHP, CLU

Senior Vice President, Risk Management

503-472-4631

heather.kelly@unitedcp.com

Christopher J. Dorsey, CFA, MSF

INVESTMENT MANAGEMENT ADVOCATE

972-441-8049

chris.dorsey@unitedcp.com

Christina Bindner

ADMINISTRATIVE ASSISTANT

503-472-4631

christina.bindner@unitedcp.com

Our United Capital Team Location

400 NE 2nd St
McMinnville OR, 97128

Telephone: 503-472-4631
Facsimile: 503-472-6992

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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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*Award not indicative of investment performance.