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. 

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Process

We follow a customized yet systematic process to help you achieve overall financial health.  

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Services

Our services combine investment management, professional relationship management, and advanced planning to help you accomplish your short and long-term goals.

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Whatever your goals are, we can help 

Recent Insights

Three Principals That Build Wealth and Health

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.

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Your Tax Return Isn’t Just a Form — It’s a Financial Roadmap

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.

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Reframing the AI Narrative: From Disruption to Economic Expansion

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.

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Meet Our Team

Glenn Ullmann

Glenn Ullmann, CAP®

Founding Partner, Wealth Advisor

Brian James

Brian James, CPWA®

Managing Partner, Wealth Advisor

Carrie King

Carrie King, IACCP®

Partner, Chief Compliance Officer, Wealth Advisor

Patrick Kilbane

Patrick Kilbane, J.D., CDFA®

Partner, Director of the Divorce Advisory Group, General Counsel, Wealth Advisor

Caitlin Frederick

Caitlin Frederick, CFA, CFP®

Partner, Director of Financial Planning, Wealth Advisor

Jack Gunn

Jack Gunn, CFP®

Director of Investments, Wealth Advisor