Our Discipline. Your Freedom.™
We're here for you, offering advice and support throughout all life's milestones.
What We Do
In pursuit of goals defined in partnership with our clients, our approach to wealth management utilizes what we believe to be best practices in investment management, advanced planning, and coordination with our clients’ other expert professional advisors. This wider perspective is bigger than financial products and market returns. It is a process, carefully mapped, monitored and refined. Our firm’s client relationships are a true collaboration built on leadership, openness, care and proactivity.
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Philosophy
We help you achieve and maintain financial independence and confidence with an investment philosophy that is built on proven principles.
Learn MoreProcess
We follow a customized yet systematic process to help you achieve overall financial health.
Learn MoreServices
Our services combine investment management, professional relationship management, and advanced planning to help you accomplish your short and long-term goals.
Learn MoreGet to Know Us
Please watch our firm’s video to learn more about who we are and how we serve our clients.
Whatever your goals are, we can help
Recent Insights
Three Principals That Build Wealth and Health
Mclain Johnson, CFP®, reflects on the three principles that build both wealth and health, sharing how discipline, consistency, and intentional decision-making can create long-term success in every area of life.
Your Tax Return Isn’t Just a Form — It’s a Financial Roadmap
Caitlin Frederick, CFP®, explains how your tax return is more than just paperwork — it can serve as a valuable financial roadmap, offering insights into income, investments, deductions, and planning opportunities that help shape smarter financial decisions for the future.
Reframing the AI Narrative: From Disruption to Economic Expansion
Jack Gunn, CFP®, Wealth Advisor and Director of Investments, explores a more optimistic view of AI — highlighting how innovation, productivity, and human adaptability could drive long-term economic growth rather than disruption alone.
Meet Our Team
Glenn Ullmann, CAP®
Founding Partner, Wealth Advisor
Brian James, CPWA®
Managing Partner, Wealth Advisor
Carrie King, IACCP®
Partner, Chief Compliance Officer, Wealth Advisor
Patrick Kilbane, J.D., CDFA®
Partner, Director of the Divorce Advisory Group, General Counsel, Wealth Advisor
Caitlin Frederick, CFA, CFP®
Partner, Director of Financial Planning, Wealth Advisor
Jack Gunn, CFP®
Director of Investments, Wealth Advisor