The Ulrich Mission

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

At Ulrich, our team’s sole purpose is our client’s happiness. As independent wealth advisors, we are free from the constraints and inherent conflicts of interest that plague large Wall Street firms, allowing us to provide thoughtful, authentic advice.  We do not compete against one another. We instead operate as a team, hand in hand with our clients, as we’re all in this together working towards the same goal — Our clients’ success! Our Team is the heart of what we do, and we have built the Ulrich Team purposely to meet our mission.

The Ulrich Team

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John P. Ulrich, CFP®
President & CEO
San Antonio, Texas

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Jim Sizemore
Director Native American Services Division

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Whitney E. Solcher, CFA®
Senior Consultant & CIO
San Antonio, Texas

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Molly P. Ritz, CFP®
Partner, Director of Investment Consulting Services
Albuquerque, New Mexico

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Evan W. Gerald, CFP®
Executive Vice President, Senior Advisor
San Antonio, Texas

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Jason Davis
Senior Advisor

Matt J. Ulrich

Matt J. Ulrich
Vice President, Senior Investment Analyst
San Antonio, Texas

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Patricia Tisdale, CPA
Senior Consulting Associate
Spokane, Washington

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Kelly Villagrana
Senior Client Service Associate
San Antonio, Texas

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Brianne Wiesner
Senior Associate, Native American Consulting

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Divyank Mehta
Investment Analyst

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Justin Allen
Junior Associate