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


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


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


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


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

Matt J. Ulrich

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


Patricia Tisdale, CPA
Senior Consulting Associate
Spokane, Washington


Lori S. Neel
Director of Operations
Albuquerque, New Mexico


Corinne D. Spacagna
Client Services Coordinator
San Antonio, Texas

Romero, Amanda-0919

Amanda Romero
Junior Associate
Albuquerque, New Mexico

Swain, Brooke-0876

Brooke Swain
Junior Associate
Albuquerque, New Mexico