Connect with a financial advisor: 833-346-5433
Connect with a financial advisor

Welcome to United Capital Willamette 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

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

We do this by providing a unique guidance and investment process designed to help clients insulate themselves from succumbing to the emotional & psychological extremes when it comes to their financial decisions.

We use compassion and care to help give clients hope in achieving their most treasured goals for themselves and their family.

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

Our entire system is designed to support our client’s decision-making process, which will help keep them focused on controlling the controllable 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

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

Our United Capital Team Location

400 NE 2nd St
McMinnville, OR 97128

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

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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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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.