Welcome to United Capital Chapel Hill
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.
Andrew BlassManaging Director
Sara M. RuotsalaWealth Manager
Tamika ChiquitoManager of Operations
Marvin HouseRelationship Manager
Andrew Blass is the Managing Director of the United Capital office in Chapel Hill. He specializes in financial planning and investing for individuals, institutions, retirement plans, endowments and family trusts. In addition, Andrew advises retirement plan participants from tax-exempt institutions administered by TIAA-CREF and Fidelity Investments. Andrew is experienced in the design and implementation of defined benefit plans for small businesses and large institutions and in options strategies for low-basis concentrated equity positions. Andrew prides himself as a problem solver and takes a personal approach to client advising and financial planning.
After graduating from the University of Michigan Honors Program with a Bachelor of Science in Statistics, Andrew began his career as an Equity Options Market Maker at the Chicago Board Options Exchange (CBOE) before joining PRI Investments in 1999.
In his spare time, Andrew enjoys spending time with his family and serving on the boards of the North Carolina Opera, Carrboro Modern Dance Company and Nashville’s Jackalope Brewing Company. He is also an active musician and has toured and recorded with several independent rock bands.
Sara M. Ruotsala
Sara M. Ruotsala has been with United Capital since 2004. She is responsible for developing and maintaining client relationships by counseling new clients and meeting with established clients to develop and maintain their financial plans. She has been securities licensed since 2001. She graduated Cum Laude from Boston University with a Bachelor of Arts in Political Science. She began her investment career at Morgan Stanley in Anchorage as a Financial Adviser in 2001 and continued as a Registered Client Service Associate with UBS in Greeley, Colorado, in 2002. Sara grew up in the National Parks and spent many years in Anchorage, Alaska. Her family has been in Fort Collins for six generations. She enjoys camping, cooking and gardening and spending time with her husband, Erik, and their two small children.
Manager of Operations
As Manager of Operations, Tamika's main focus is leading all aspects of the office's management. After High School Tamika joined the US Navy where she served 4 years active duty then went on to do Reserve time with the US Air Force.
Tamika started her career with United Capital in 2016 as the Administrative Manager in our office. Her background in customer service, as well as her military time make Tamika a person who is able to adapt to change quickly and efficiently.
In her spare time Tamika likes to be crafty - splitting her time between coloring, painting, crocheting, sewing and baking up tasty treats.
As Relationship Manager, Marvin is focused on getting to know our clients’ needs while delivering excellent service. He is currently pursuing his Series 65 securities license.
Born in Eastern North Carolina, Marvin graduated with honors from the University of North Carolina with a BA in English and Political Science. Prior to joining United Capital, he worked in Higher Education before joining the operations division of a broker-dealer. In this role, Marvin oversaw clearing and settlement processes and ensured regulatory compliance across domestic and international markets.
Marvin spends his free time strength training and coaching strength athletes both in person and virtually.
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308 West Rosemary, Suite 301
Chapel Hill, NC 27516
*Award not indicative of investment performance.