Our Team 2017-10-02T15:54:06+00:00

Our Team

Caring people

Our Advisors have the highest ethical standards and respect for confidentiality which allows them to build deeply meaningful relationships with our clients. Whatever the need, our team of professionals and support staff is at your service for all areas of your financial life. 

Right people / right skills

Our integrity, vision, and dedication haven’t changed since 1978 when John G. Ullman started a new kind of wealth management firm. Thoughtful growth plans and client loyalty have made the John G. Ullman & Associates of today a firm that’s small enough to care for clients personally, but large enough to attract the required skillsets for exceptional performance.

A superb model for working together

Large financial companies can seem impersonal and overwhelming. The internal structure within our firm enables your John G. Ullman & Associates Advisor to have access to all of our professional staff and their various backgrounds, credentials, and skillsets to ensure that you receive an uncompromised level of service. Client confidentiality always remains a priority, while our team approach allows your Advisor to have access to all of the resources of a large firm, maintaining consistency and a high level of service. We take pride in our highly ethical team, always looking out for the best interest of our clients based on the values we represent.

The client relationship

Our Advisors work with the utmost integrity to build your personalized plan which puts you on track to your financial future; however, the expertise isn’t limited to your Advisor. At John G. Ullman & Associates your annual fee includes access to our team of investment managers, financial planners, CFPs, CFAs, CPAs, other tax professionals, legal professionals, researchers, and a comprehensive support team – with all services facilitated through your Advisor. The strength of our team is one reason why so many of our clients and their families remain with us for generations.

Security and confidence

Your confidentiality is always a priority. Our internal software is built for extreme privacy, our policies are meticulous, and our commitment to your security is relentless and unwavering.

Team Member Quotes

Our Team of Advisors

Bitterman, Lizzy
Associate Advisor
Bitterman, LizzyAssociate Advisor
Brost, Todd
Senior Advisor
Brost, ToddSenior Advisor
Ford, Susan
Associate Advisor
Ford, SusanAssociate Advisor
Gerwig, Kate
Senior Advisor
Gerwig, KateSenior Advisor
Graham, Brandi
Advisor
Graham, BrandiAdvisor
Herrick, Amanda
Advisor
Herrick, AmandaAdvisor
Jensen, Nick
Associate Advisor
Jensen, NickAssociate Advisor
Johnson, Trevor
Associate Advisor
Johnson, TrevorAssociate Advisor
Jones, Mason
Associate Advisor
Jones, MasonAssociate Advisor
Lewis, Kelly
Advisor
Lewis, KellyAdvisor
Markell, Barbara
Senior Advisor
Markell, BarbaraSenior Advisor
Meriwether, Karen
Senior Vice President
Meriwether, KarenSenior Vice President
Mirsky, Dave
Senior Advisor
Mirsky, DaveSenior Advisor
Nickerson, Jason
Senior Vice President
Nickerson, JasonSenior Vice President
Ognenovski, Alex
Associate Advisor
Ognenovski, AlexAssociate Advisor
Palumbo, Judith
Senior Advisor
Palumbo, JudithSenior Advisor
Plevritis, Peter
Associate Advisor
Plevritis, PeterAssociate Advisor
Rolls, Sara
Associate Advisor
Rolls, SaraAssociate Advisor
Snow, Tom
Senior Vice President
Snow, TomSenior Vice President
Tull, Lynda
Associate Advisor
Tull, LyndaAssociate Advisor
Ullman, John
President
Ullman, JohnPresident
Wilcox, Darren
Vice President
Wilcox, DarrenVice President
Winnett, Pete
Vice President
Winnett, PeteVice President

Our Comprehensive Services Team

Allington, Barbara
Executive Administrative Assistant
Allington, BarbaraExecutive Administrative Assistant
Bement-Coon, Jennifer
Manager, Securities Trading
Bement-Coon, JenniferManager, Securities Trading
Cliburn, Gregory
Tax Supervisor
Cliburn, GregoryTax Supervisor
Coleman, Kayla
Corporate Accounting Clerk
Coleman, KaylaCorporate Accounting Clerk
Creaton, Patti
Human Resources Generalist
Creaton, PattiHuman Resources Generalist
Elshourbagy,Tamer
Manager, Securities Research
Elshourbagy,TamerManager, Securities Research
Graham, Paula
Sr. Account Coordinator/AE Assistant
Graham, PaulaSr. Account Coordinator/AE Assistant
Grenoble, Linda
Administrative Team Member
Grenoble, LindaAdministrative Team Member
Grimins, Heidi
Tax Supervisor
Grimins, HeidiTax Supervisor
Huff, Don
Director, Tax Department
Huff, DonDirector, Tax Department
Jackson, Wilby Jr.
Sr. Programmer/Analyst
Jackson, Wilby Jr.Sr. Programmer/Analyst
Jerzak, Cheyenne
Tax Preparer
Jerzak, CheyenneTax Preparer
Johnson, Melissa
Senior Account Coordinator
Johnson, MelissaSenior Account Coordinator
Kauffman, Steve
Director, Information Technology
Kauffman, SteveDirector, Information Technology
Kelly, Donna
Information Services Specialist
Kelly, DonnaInformation Services Specialist
Krasnansky, Jennifer
Director, Client Accounting and Chief Compliance Officer
Krasnansky, JenniferDirector, Client Accounting and Chief Compliance Officer
LaFortune, Meghann
Branding & Marketing Manager
LaFortune, MeghannBranding & Marketing Manager
Labato, David
Director, Security Trading Department
Labato, DavidDirector, Security Trading Department
Lattin, Mary
Financial Para Planner
Lattin, MaryFinancial Para Planner
Malone, Connie
Manager, Corporate Accounting
Malone, ConnieManager, Corporate Accounting
Masler, Carl
Tax Process Manager/Investment Research Associate
Masler, CarlTax Process Manager/Investment Research Associate
Owen, Julie
Senior Account Coordinator
Owen, JulieSenior Account Coordinator
Peck, Dawson
Maintenance Assistant
Peck, DawsonMaintenance Assistant
Peck, Paul
Manager Building Operations and Purchasing
Peck, PaulManager Building Operations and Purchasing
Peck, Sharon
Cleaning/Office Assistant
Peck, SharonCleaning/Office Assistant
Peck, Valerie
Cleaning/Office Assistant
Peck, ValerieCleaning/Office Assistant
Peterson, Paulette
Corporate Accounting Associate
Peterson, PauletteCorporate Accounting Associate
Puffer, Kim
Information Services Specialist
Puffer, KimInformation Services Specialist
Schoonover, Scott
Director, Human Resources
Schoonover, ScottDirector, Human Resources
Smith, Nora
Manager, Information Services
Smith, NoraManager, Information Services
Stark, Amy
Administrative Team Member
Stark, AmyAdministrative Team Member
Stephens, Sue
Executive Assistant to the President & Manager, Corporate Services
Stephens, SueExecutive Assistant to the President & Manager, Corporate Services
Wang, Chiao
Senior Securities Research Analyst
Wang, ChiaoSenior Securities Research Analyst
White, Laura
Administrative Assistant
White, LauraAdministrative Assistant
Reilly, Michelle
Corporate Accounting Clerk
Reilly, MichelleCorporate Accounting Clerk