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


John P. Ulrich, CFP®
President & CEO


Whitney E. Solcher, CFA®
Senior Consultant & CIO


Molly P. Ritz, CFP®
Vice President


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


Matt J. Ulrich
Vice President, Investment Analyst


Patricia Tisdale, CPA
Senior Consulting Associate


Corinne D. Spacagna
Client Services Coordinator

Amanda Romero
Junior Associate