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

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Whitney E. Solcher, CFA®
Senior Consultant & CIO

Jim Sizemore

Jim Sizemore
Director Native American Services Division

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Molly P. Ritz, CFP®
Director of Investment Consulting Services

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

Matt J. Ulrich

Matt J. Ulrich
Vice President, Senior Investment Analyst

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Jason Davis
Senior Advisor

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Patricia Tisdale, CPA
Senior Consulting Associate

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Rebecca A. Crowder
Chief Compliance & Operations Officer

Aaron Schalk

Aaron Schalk
Chief Financial Officer, Senior Accounting Consultant

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Lori S. Neel
Director of Operations

Kelly Villagrana

Kelly Villagrana
Senior Client Service Associate

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Brianne Wiesner
Senior Associate, Native American Consulting

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Justin Allen
Junior Associate

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Amanda Romero
Junior Associate

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Brooke Swain
Junior Associate

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Jacky Phan
Investment Analyst

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Divyank Mehta
Investment Analyst