Meet the Team 

A Plan for Life. A Team to Guide You.

You’ve worked hard. The sacrifices were considerable. The rewards well-earned. Now, there is finally time to consider how what you created can serve your larger life goals. But considering and achieving are two different things. One of the greatest challenges for you going forward will be to follow a customized wealth management plan. Our role is to be your trusted advisor and family Chief Financial Officer, uniquely combining skills in comprehensive financial planning and wealth management. Our simple mission is to help you live comfortably and meaningfully.

Glenn Ullmann, CDFA®, CAP®

Founding Partner, Wealth Advisor

Glenn is President of Ullmann Wealth Partners, with overall responsibility for the firm’s wealth management practice.

Glenn has over 25 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 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 member of the investment committee for Jewish Community Family Services and is also a Beaches Community Fund Member. Past organizational involvement includes 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 Certified Divorce Financial Analyst® and a Chartered Advisor in Philanthropy®. In his spare time, Glenn enjoys flying his Cirrus SR22, reading, skiing in Colorado with his family and exploring new places.

Brian James, CPWA®

Managing Partner, Director of Investments, Wealth Advisor

Brian is the Director of Investments and a Wealth Advisor. With more than 20 years of experience in the investment management industry, Brian joined Ullmann Wealth Partners to oversee the company’s investment management process, which includes setting asset allocation, selecting investments and monitoring client portfolios. He also works closely with the firm’s other professionals to develop investment policies and strategies for clients.

Prior to joining the firm, Brian worked for Jacksonville-based Water Street Capital where he managed trading for a multi-billion dollar portfolio and monitored portfolio positions for the firm’s Partners. He has also held positions at two Boston Based hedge funds, Oceanwood Capital Management (US) LP, K Capital Management LLP, after starting his investment career in New York City with Lehman Brothers in Equity Derivatives.

He serves on the board of the Literacy Alliance of Northeast Florida (formerly Learn-to-Read), a volunteer based program that works to improve adult literacy in the Jacksonville area.

Brian earned an MBA at 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 and three children. When he is not busy with his family, Brian likes to stay active outdoors, read and listen to live music.

Patrick Kilbane, J.D., CDFA®

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

Pat serves as one of our wealth advisors and has nearly a decade of experience in helping clients coordinate their wealth management plans.

Further, he is our firm’s General Counsel. He handles any and all legal issues for our firm and points our clients in the right direction with regard to any legal issues they may have.

Pat is the Director of our Divorce Advisory Group´╗┐. In this role he assists, guides, and supports our clients before, during, and after they begin the dissolution of marriage process. He helps our high-net-worth clients make wise financial decisions at all stages of the divorce process. By leveraging Pat’s wealth of family law experience and his Certified Divorce Financial Analyst designation, clients of Ullmann Wealth Partners have additional resources, confidence, and knowledge as they navigate the divorce process. 

Before joining our team, Pat had successful law practice in matrimonial and family law. He had previously worked as a Shareholder for the statewide law firms Gray Robinson, P.A. and Rogers Towers, P.A. in Jacksonville.

Pat is extremely active in the Jacksonville community and serves on numerous boards. He has received two gubernatorial appointments – one as a Board Member to the Jacksonville Aviation Authority (Chairman of the Board 2017-2018 and 2020-2021) and the other one to the 4th Judicial Circuit Judicial Nominating Committee (Chairman 2017-2019). Pat is also active with the Jacksonville Bar Association, where he served on the JBA's Board of Governors and as President of the Young Lawyers Section.

Pat is a member of the 35th Leadership Florida Class. He is Past President of the Board of Directors of the Notre Dame Alumni Club of Greater Jacksonville. In 2017, Pat was appointed by Bishop Felipe Estevez to serve as a Trustee on the Savings and Loan Board for the Diocese of St. Augustine. Further, Pat served on the Foundation Board for St. Vincent's Hospital and is the President of the Jacksonville Lawyers Chapter of the Federalist Society. In 2020, Pat was elected to be a member of the Adrian College Board of Trustees.

Pat earned his JD from the University of Notre Dame and a BBA from Adrian College, from which 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, Director of Trading, Wealth Advisor

Carrie has overall responsibility for the firm’s compliance and trading programs. She makes sure compliance frameworks are in place so that the firm mitigates risk by remaining compliant with securities laws. She works closely with the firm’s wealth advisors and implements portfolio decisions so that client assets are invested according to their customized investment solutions. She is also responsible for trading and rebalancing client portfolios.

Carrie started her financial services career in 1995 at Water Street Capital, and has since held trading, analyst and operations roles there and at Ergon Capital.

Carrie graduated Magna Cum Laude with an MBA from University of North Florida. She also holds a BBA degree, with a major in finance and a minor in accounting, from Florida State University.

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

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™ practitioner 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, Wealth Advisor

Jack is a Director and Wealth Advisor. 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.

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.

Emily Crowther

Senior Client Services Associate

Emily is a Senior Client Services Associate - Operations and Trading. She joined the firm in 2002 and is one of the firm’s founding employees. Emily is committed to delivering service above and beyond client expectations. Emily is available to service any administrative client need including monetary and cashiering requests. 

Emily is well versed in financial planning and has worked in many capacities within the industry. At New England Financial, she established a practice that focused on financial planning and goal management for professional women. Subsequently, Emily specialized in investment advisory services, including annuity purchases, for the Merrill Lynch Financial Advisory Center.

Emily earned her BA from the University of Alabama.

Emily’s personal interests include reading, exercising, and golfing. She lives in Ponte Vedra Beach with her husband.

Mclain Johnson, CFP®

Financial Planning Associate

Mclain is a member of our Financial Planning Team. His duties include creating and revising financial plans for current and prospective clients. Additionally, Mclain works with new clients during the onboarding process.

Prior to joining Ullmann Wealth Partners, Mclain worked as a Paraplanner with Ameriprise Financial.

Mclain became a CERTIFIED FINANCIAL PLANNERTM practitioner in 2024. He graduated Magna Cum Laude from Florida State University with a BS in Accounting and a BS in Finance.

In his spare time, Mclain enjoys exercising, golfing, and watching FSU football.

Eric Burke, CRPC®

Senior Client Services Associate - Operations and Trading

Eric is a member of our Client Services Team. His duties include assisting in setting up new accounts and researching and resolving customer concerns. He also provides support to our Director of Trading.  

Prior to joining Ullmann Wealth Partners, Eric spent four years working at SS&C Advent, most recently as a Senior Client Advocate consulting and training clients on The Black Diamond Wealth Platform, a portfolio management and trading solution for financial advisors. His background also includes Analyst and client services positions with Bank of America Merrill Lynch.

Eric earned his BA from University of North Florida. He is also a Chartered Retirement Planning CounselorSM.

Eric and his wife live in St. Augustine. In his spare time, he enjoys golf, cooking, and traveling.  

Beth Caudell, SPHR

Director of Human Resources & Operations

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.

Francie Peters

Marketing and Communications Manager

As the Marketing and Communications Manager at Ullmann Wealth Partners, Francie 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, Francie worked in marketing communications for several different investment firms. Most recently, she worked for Denver-based Denver Investments (now Segal, Bryant and Hamill), where she was a member of the firm's institutional marketing team for over ten years.

From 2018-2023, Francie served on the Board of Directors for Beaches Emergency Assistance Ministry (BEAM), a community-based organization serving low-income residents living in Jacksonville's beach communities.

She holds a BA in Economics from Willamette University. She lives in Ponte Vedra Beach with her husband and two sons. In her free time, she enjoys playing tennis, reading, and traveling.

Barbara Thayer

Administrative Associate

In her role as Administrative Associate, Barbara supports the entire UWP team to meet and exceed our clients’ needs including scheduling, shipping and client responsiveness. Barbara also provides marketing support to our Marketing and Communications Manager for event planning, newsletter development and community involvement initiatives.

Before joining the Ullmann team, Barbara worked in an Executive Assistant role for more than 25 years, and most recently supported the CEO of the Chappell Schools in Jacksonville. She also recruited and trained more than 100 energetic preschool teachers, and provided support to the Chappell families through the website and targeted parent communication strategies.

Barbara is an alumna of Jacksonville University and lives in Jacksonville Beach. She has two grown daughters and three grandchildren with whom she enjoys beach time. She is also an avid gardener. 

Client Centered 

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.