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.


Awarded #2 on Barron's Top 40 independent advisory firm list for 2018*


About Our Office

Our team at the United Capital Elkhart office is committed to helping people pursue their financial goals. We offer a wide range of financial services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Our team will provide a commitment to service and dedication to helping serious investors create portfolios closely matching their needs and risk tolerance. We believe we add value to the client relationship by being attentive to their needs, providing experienced advice and searching for the most appropriate services available for them.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services:

  • Personal Financial Management
  • Retirement Planning
  • Financial Management of Trusts
  • Financial Planning

Each of our advisers have extensive personal and professional experience.  Further, we operate under the Certified Financial Planner (CFP®) Board adopted Code of Ethics and Professional Responsibility.  It is our responsibility to follow the principles of the code in working with the public, our colleagues, and most importantly, our clients.

We are dedicated to developing lasting relationships with all of our clients. We are looking forward to using our experience to help you pursue your financial goals.

Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

Greg Schoenfeld
Managing Director
Deborah DeHoff
Wealth Manager
Jack Mckissick
Wealth Manager
Laura Compliment
Director of Operations
Roxanne Welker
Client Service Manager

Greg Schoenfeld, CFP®

Managing Director


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®

Wealth Manager


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. 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®

Wealth Manager


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.


Laura Compliment

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.

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300 Nibco Parkway, Suite 100
Elkhart , IN 46516

*Award not indicative of investment performance.