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

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Molly P. Ritz, CFP®
Vice President
Albuquerque, New Mexico

evan-w-geerald-vp-relatoinship-manager

Evan W. Gerald, CFP®
Vice President, Relationship Manager
San Antonio, Texas

Matt J. Ulrich

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

patricia-tisdale-cpa-sr-consulting-associate

Patricia Tisdale, CPA
Senior Consulting Associate
Spokane, Washington

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Lori S. Neel
Chief Operations Officer
Albuquerque, New Mexico

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Corinne D. Spacagna
Client Services Coordinator
San Antonio, Texas

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Amanda Romero
Junior Associate
Albuquerque, New Mexico

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Brooke Swain
Junior Associate
Albuquerque, New Mexico