Glenn Ullmann, CAP®
Founding Partner, Wealth Advisor
gullmann@ullmannwealthpartners.com
Glenn serves as the founding partner at Ullmann Wealth Partners, which he established in 2002.
Glenn has over 30 years of experience in the investment industry. During this time he has educated investors and professionals throughout the country regarding the need for discipline, simplicity, optimism and the power of professional advice. Glenn believes all clients should have a written financial plan tailored to the unique needs and circumstances of the individual, family or business. His book, Landing a Smooth Retirement, discusses these issues and the role they play in successful financial outcomes.
Before founding the firm in 2002, Glenn was the branch manager for Robert W. Baird and an advisor with Smith Barney. He was also a Pilot in the United States Air Force. He attended flight training and then flew on active duty which included missions during the Iran/Iraq War as well as a three year tour as a flight instructor.
Glenn passionately believes in education and community service. He currently serves as a Beaches Community Fund Member. Past organizational involvement includes serving as a member of the investment committee for Jewish Community Family Services and board positions with Baptist Health Foundation and Jacksonville's WJCT.
Glenn earned an MA from the University of Oklahoma and BS from the United States Air Force Academy. He is a Chartered Advisor in Philanthropy®. In his spare time, Glenn enjoys flying his Cirrus SR22, reading, spending time with his family in the North Carolina mountains, and exploring new places.
Brian James, CPWA®
Managing Partner, Wealth Advisor
bjames@ullmannwealthpartners.com
Brian serves as the Managing Partner at Ullmann Wealth Partners, where he oversees the firm's financial performance and long-term strategic direction. In this role, he works closely with the executive team to shape and maintain the firm's client-first culture. Brian also continues to serve as a Senior Advisor, working directly with clients.
With more than 30 years of experience in the investment industry, Brian initially joined Ullmann Wealth Partners to oversee the firm's investment management process, including setting asset allocation, selecting investments, and monitoring client portfolios. Prior to joining the firm, he worked at Jacksonville-based Water Street Capital, where he managed trading for a multi-billion dollar portfolio and monitored portfolio positions for the firm’s Investment Team. He also held roles at two Boston-based hedge funds, Oceanwood Capital Management (US) LP and K Capital Management LLP, after beginning his investment career in New York City with Lehman Brothers in Equity Derivatives.
Brian serves as a member of the Investment Committee at Baptist Health. He earned an MBA from The University of Chicago’s Booth School of Business and a BS in Finance from Miami University. He is a Certified Private Wealth Advisor®professional.
Brian lives in Ponte Vedra Beach with his wife, Molly, and two dogs. In his spare time, he enjoys reading, traveling, playing pickleball, listening to live music, and spending time with his adult children whenever possible.
Patrick Kilbane, J.D., CDFA®
Partner, Director of the Divorce Advisory Group, General Counsel, Wealth Advisor
pkilbane@ullmannwealthpartners.com
Pat is a Partner at the firm and serves as both a Wealth Advisor and General Counsel. He brings over a decade of experience helping clients coordinate and implement comprehensive wealth management strategies. In his legal role, he manages all legal matters for the firm and assists clients with navigating their own legal questions by connecting them to trusted resources.
Pat also leads our Divorce Advisory Group, where he supports high-net-worth clients before, during, and after the divorce process. Drawing on his extensive background in family law and his Certified Divorce Financial Analyst® (CDFA®) designation, Pat helps clients make informed, confident financial decisions at every stage of marital dissolution.
Before joining our firm, Pat built a successful legal career in matrimonial and family law, serving as a Shareholder at two respected statewide firms—GrayRobinson, P.A. and Rogers Towers, P.A.—in Jacksonville.
Pat is deeply involved in the Jacksonville community and has served on numerous civic and professional boards. He has received several gubernatorial appointments, including to the Jacksonville Aviation Authority—where he served as Chairman from 2017–2018 and again from 2020–2021—and to the 4th Judicial Circuit Judicial Nominating Commission, where he served as Chairman from 2017–2019. Most recently, he was appointed by Governor Ron DeSantis to the Jacksonville Port Authority in 2024 and to the Florida Elections Commission in 2025.
His leadership extends to the Jacksonville Bar Association, where he served on the Board of Governors and as President of its Young Lawyers Section. He is a graduate of Leadership Florida (Class XXXV) and currently serves as President of the Jacksonville Lawyers Chapter of the Federalist Society.
Pat previously served as President of the Board of Directors of the Notre Dame Alumni Club of Greater Jacksonville and as a member of the Foundation Board for St. Vincent’s Hospital. In 2017, he was appointed by Bishop Felipe Estévez to the Savings and Loan Board for the Diocese of St. Augustine. In 2020, he was elected to the Board of Trustees for Adrian College, which will honor him as its 2025 Distinguished Alumnus.
Pat earned his J.D. from the University of Notre Dame and holds a B.B.A. from Adrian College, where he graduated summa cum laude. He is a Certified Divorce Financial Analyst® and co-author of Move Forward Confidently: A Woman's Guide to Navigating the High-Net-Worth Divorce.
Carrie King, IACCP®
Partner, Chief Compliance Officer, Wealth Advisor
cking@ullmannwealthpartners.com
Carrie is dedicated to ensuring the firm's clients receive top-tier service through robust compliance, and efficient operations and trading programs. Her role focuses on maintaining strong compliance frameworks to safeguard client assets and ensure the firm adheres to all securities laws. Carrie is passionate about exploring and implementing innovative solutions that enhance efficiency and expand the range of tools and services available to the firm’s clients.
With 30 years of experience in financial services, Carrie has extensive industry knowledge. She began her career at Water Street Capital in 1995, where she held trading, analysis, and operations roles. She also gained experience working as a securities trader at Ergon Capital. This background enables her to work closely with Ullmann Wealth Partners’ wealth advisors to ensure client assets are managed according to their personalized investment strategies.
Carrie graduated Magna Cum Laude with an MBA from the University of North Florida and holds a BBA in Finance with a minor in Accounting from Florida State University.
Outside of work, Carrie enjoys traveling, kayaking, playing pickleball, and spending time with her family. She also actively participates in community service in the Jacksonville area.
In her spare time, Carrie enjoys all outdoor activity and is active in community service in the Jacksonville area.
Caitlin Frederick, CFA, CFP®
Partner, Director of Financial Planning, Wealth Advisor
cfrederick@ullmannwealthpartners.com
Caitlin is the Director of Financial Planning and a Wealth Advisor. Her primary role is to lead and enhance the financial planning process for all of our clients. She also assists clients who utilize our Divorce Advisory Services.
Prior to joining Ullmann Wealth Partners, Caitlin worked in the Valuation and Capital Markets groups at PwC for over five years. Most recently, Caitlin worked for a local boutique investment banking firm performing business valuations.
Caitlin earned a Masters in Accounting and Finance, and a BA in Economics, from Vanderbilt University. Caitlin became a CERTIFIED FINANCIAL PLANNER™ professional in 2023. She is a member of the AICPA and the CFA Society of Jacksonville and is co-author of Move Forward Confidently: A Woman's Guide to Navigating the High-Net-Worth Divorce.
Caitlin and her husband have young children and live in Atlantic Beach. She is active in Rotary International and the Association for Corporate Growth. In her spare time, she enjoys practicing yoga and going to the beach with her family.
Jack Gunn, CFP®
Director of Investments, Wealth Advisor
JGunn@ullmannwealthpartners.com
Jack serves as our Director of Investments and a Wealth Advisor, leading portfolio strategy while guiding clients with thoughtful, personalized financial advice. He is a seasoned wealth manager with over 20 years of experience in the financial services industry. His experience providing strategic financial advice to ultra-high-net-worth families brings additional depth to the firm’s wealth management team. Jack’s responsibilities include providing financial advice to clients and helping the firm’s business development efforts. Jack also heads up our Amelia Island office and splits his time between there and our Jacksonville Beach office.
Before joining Ullmann Wealth Partners, Jack was a partner/senior financial advisor for Veritable L.P., a multi-family office servicing ultra-high-net-worth individuals and families across the U.S. He was also a financial advisor for UBS Financial Services and other institutions. Throughout his career, Jack has established himself as a trusted advisor known for his expertise in wealth management, investment strategies, and financial planning.
In 2020, Jack demonstrated his entrepreneurial spirit by co-founding VEL, a coworking café, where he led the strategic vision and management of the finance department. The venture allowed him to learn firsthand the nuances of a start-up company and the many challenges business owners face.
Jack earned his BS in Business Administration from Pennsylvania State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
In his spare time, Jack enjoys doing anything outdoors. He especially enjoys coaching his kids’ various sports teams, surfing with his daughter, and fishing with his sons. He is an avid Philly sports fan, loves rugby, and enjoys working out.
Mclain Johnson, CFP®
Wealth Advisor
mjohnson@ullmannwealthpartners.com
Mclain is a Wealth Advisor. He works with many of the firm's clients and specializes in creating financial plans for both current and prospective clients. Prior to joining Ullmann Wealth Partners, Mclain worked in financial planning with Ameriprise Financial.
Mclain became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2024. He graduated Magna Cum Laude from Florida State University with a BS in Accounting and a BS in Finance.
Outside of work, Mclain serves on the Board of Directors for Hope Haven. In his spare time, Mclain enjoys running and watching FSU football.
Miroslav "MJ" Josic
Senior Client Services Associate
mjosic@ullmannwealthpartners.com
Miroslav "MJ" is a member of our Client Services Team. His duties include assisting with setting up new accounts and researching and resolving customer concerns. He also provides support to our Director of Trading.
Before joining Ullmann Wealth Partners, Miroslav worked as a Client Relationship Manager with Congruent Wealth, a Jacksonville-based wealth management firm. Prior to that, he spent five years working as a High-Net-Worth Representative with Fidelity Investments. This combination of work experience makes MJ a wonderful addition to our client services team.
MJ earned his BS in Business Administration in Finance and Financial Services from the University of North Florida.
In his spare time, Miroslav enjoys working out, traveling, and spending time at Disney with his wife, daughter, and son.
Katie Fiallo
Client Services Associate
kfiallo@ullmannwealthpartners.com
Katie, a Client Services Associate, joined the firm in 2025 and is an exciting addition to our team. Katie is committed to delivering service that goes above and beyond client expectations and is available to assist with a range of administrative needs. Her duties include assisting in setting up new accounts and researching and resolving customer concerns.
She brings valuable industry experience, having worked at Fidelity as a High Net Worth Associate and Customer Service Advocate, where she obtained her Series 7 and 63 licenses. Katie also spent five years working in various roles at Disney.
She has lived in Jacksonville for two years with her dog, Rowan, and enjoys beach days, reading, and crafting.
Beth Caudell, SPHR
Director of Human Resources & Operations
Bcaudell@ullmannwealthpartners.com
Beth oversees all office operations, from human resources to office management. She coordinates, manages and monitors office processes and helps improve productivity and efficiency throughout the firm.
Beth has over 20 years of experience in executive administration, human resources, operations, and project management.
She earned her BS in Business Management for Florida State College at Jacksonville. Originally from Memphis, Beth lives in Atlantic Beach with her son.
Jennifer Werba
Director of Marketing and Communications
jwerba@ullmannwealthpartners.com
As the Director of Marketing and Communications at Ullmann Wealth Partners, Jennifer manages the firm’s marketing and communications programs. Her responsibilities include marketing collateral, website development, media relations and strategically presenting the firm’s brand. She is also responsible for event planning, community involvement, and company sponsorships.
Prior to joining the firm, Jennifer worked in marketing communications for several different companies. Most recently, she worked for Vestrum Health, where she was responsible for the rebranding of the company, executing specialized webinars, and developing new strategies.
Jennifer actively volunteers in the local community. She currently serves on the Friends of the Ponte Vedra Concert Hall Board, Ocean Palms Elementary School PTO and Landrum Middle School’s PTO.
She holds a BA in Public Relations from Shorter College. She lives in Ponte Vedra Beach with her husband and three children. In her free time, she enjoys playing tennis, cooking, and traveling.
Rachael Baczynski
Director of First Impressions
rbaczynski@ullmannwealthpartners.com
In her role as Administrative Associate, Rachael supports the entire UWP team to meet and exceed our clients’ needs regarding scheduling and team communication. Rachael also provides marketing support to our Marketing and Communications Director for event planning, newsletter development and community involvement initiatives.
Before joining Ullmann Wealth Partners, Rachael built a strong background in project management, administrative support, and client service. She played key roles in coordinating logistics for events, managing executive schedules, and ensuring a seamless client experience across a variety of professional settings.
Rachael Baczynski is a Native Floridian, proud Navy mom, and Florida State University graduate currently pursuing her MBA through LSU Shreveport. She lives in St. Johns with her family, two cats, a Labrador retriever, and enjoys running, reading, beach days, and gardening.
Client Centered
Our team of professionals has years of experience in the wealth management industry. Collaboration is key amongst our team members. Every client has access to our entire team and our entire network.