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Deborah D

CFP®, Series 63, Series 65

Elkhart, IN

United Capital Financial Advisors

Deborah Dehoff is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2017. Prior to this, she worked for 13 years at Compass Wealth Advisors, LLC. She is also licensed as an insurance agent for life, health, and annuity products. United Capital Financial Advisors provides national financial planning and discretionary investment management for individual, high-net-worth, retirement plan, and institutional clients. The firm supports customized portfolios and offers sub-advisory, consulting, and technology services through its FinLife Partners platform.

ESG / Sustainable investing Annuities Founder/Business Owner Retired Values-based investing Religious/faith focused
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Laura C

Series 65

Elkhart, IN

United Capital Financial Advisors

Laura Compliment is a financial advisor at United Capital Financial Advisors with nine years of industry experience. She previously worked at Compass Wealth Advisors for two years before joining her current firm. Laura holds a Series 65 designation. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory and consulting services and supports other independent advisors through its FinLife Partners platform, with customizable investment solutions and access to alternative investments.

ESG / Sustainable investing Annuities Founder/Business Owner Retired Values-based investing Religious/faith focused
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John M

CFP®, Series 63, Series 66

Elkhart, IN

United Capital Financial Advisors

John Mckissick is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2017. Prior to this, he worked at Compass Wealth Advisors from 2013 to 2017. Outside of his advisory role, he is an insurance agent licensed for life, health, and annuity products and manages a real estate company in Elkhart, Indiana. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients. The firm employs discretionary portfolio management with customized strategies, including ESG and faith-based options, supported by proprietary technology and a platform that offers access to third-party managers and sub-advisory services.

ESG / Sustainable investing Annuities Founder/Business Owner Retired Values-based investing Religious/faith focused
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