The Ulrich Mission

Our mission is simple: to earn your enduring trust and confidence.
That’s our target. That’s our aim.

Independence from big-company corporate earnings pressure and constraints is probably the single most important thing that helps us with that. There’s no mandate to meet next quarter’s numbers — just the pressure we put on ourselves for excellence with each client. We don’t have proprietary products. Instead, we offer access to a vast array of expertise from any number of global investment managers. We’ve built Ulrich purposely to meet our mission.

The Ulrich Team

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John P. Ulrich, CFP®
President & CEO

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Whitney E. Solcher, CFA®
Senior Consultant & CIO

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Molly P. Ritz, CFP®
Vice President

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Evan W. Gerald, CFP®
Vice President, Relationship Manager

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Matt J. Ulrich
Vice President, Investment Analyst

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Patricia Tisdale, CPA
Senior Consulting Associate

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Chris Frentzel
Vice President, Relationship Manager

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Lori S. Neel
Chief Operations Officer

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Melissa A. Van Hook
Senior Operations Associate

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Corinne D. Spacagna
Client Services Coordinator