Now in its second decade, Ullmann Financial is a registered investment advisor helping individuals, families and companies achieve financial independence with confidence. We believe financial planning and investment management must be meticulously integrated. This requires setting goals, creating a written plan, assembling a team of advisors, and implementing a structure to monitor and communicate progress. We like to consider ourselves our client’s CFO. We strive to deliver a holistic financial planning experience that includes planning, advice and education so you can focus on your family, your career and all facets of your personal and professional life. We work collaboratively with your other advisors. Our comprehensive planning solutions combine retirement, investments, tax and estate planning, cash flow needs, and liability protection.
To help our clients make sense of all the financial information they receive, we have developed a unique, proprietary five-step planning process called The Abundant Lifestyle Approach.™ This revolutionary wealth advisory program has been designed to help individuals and families live more
abundant and financially confident lives by integrating every aspect of their personal and investment aspirations. This personal pathway to achieving their financial goals is carefully adjusted each year to ensure that our clients always know where they are relative to their goals.
A Plan for Life™ is more than a tagline under our logo. It represents a commitment and belief in how a well-written financial plan should successfully impact your personal wellbeing, your professional life, and your financial dreams. The Abundant Life Plan™ incorporates the strategies necessary to allow you to achieve your personal goals. In addition to a written plan, we engage with our clients during the process to ensure they understand, and are comfortable with, every step that has been outlined. We meet with clients during regularly scheduled review meetings and coaching sessions, where specific milestones are measured against current performance data. Together, this forms the foundation of what makes Ullmann Financial different from other firms. The true validation of our model comes from our clients. We appreciate their feedback and referrals and consider this the highest compliment they can give us.
Glenn Ullmann, CDFA™, President & Partner
Glenn Ullmann and Deanna Brown founded Ullmann Financial in 2002 to serve affluent investors with financial planning and investment advisory services. Glenn is also a Certified Divorce Financial Analyst (CDFA™), assisting clients to understand the longterm financial implications of divorce during a difficult period in their lives. Glenn is passionate about client education and addresses to clients at annual tax, social security and Medicare workshops. He regularly lectures to investors/professionals across the country and authored the book Landing a Smooth Retirement, about the need for discipline, simplicity, optimism and the power of professional advice. Glenn holds FINRA Series 7, 8, 63, and 65 securities registrations. He is a member of the Financial Planning Association® and Estate Planning Council of Northeast Florida,® and Board Member of WJCT and JFCS.
Jessica Kenney, Financial Planner
Jessica’s comprehensive approach provides our clients with wealth management services, which allows them to achieve their financial goals. She creates and implements the Abundant Life Plan™ for clients including investment due diligence, rebalancing and trading. She is a member of the Financial Planning Association,® Estate Planning Council of Northeast Florida,® and holds her FINRA Series 7, 65, and 63 securities registrations. She is a graduate of the University of North Florida with a Bachelor of Business Administration in Finance and Investments.
Carol Ackis, Client Services & Review Coordinator
Carol assists clients with administrative and technology support. Using her organizational skills, Carol gathers information from various sources for the quarterly review meeting and creates the Financial Progress Report™ for Step 5 of the Abundant Lifestyle Approach.™
Deanna Brown, CFP®, Vice President & Partner
Deanna has a passion for finance. She worked for GE Capital while studying for her Bachelor’s Degree in Finance from the University of North Florida. She was later recruited by Merrill Lynch for their mutual fund pricing team where she became an offshore mutual fund trader responsible daily for hundreds of millions of dollars in international mutual fund trades. She and Glenn collaborated to create the vision for Ullmann Financial. She guides clients through the Abundant Lifestyle Approach™ to create, implement and monitor financial plans and investment recommendations. Deanna has been a Certified Financial Planner™ Professional since 2005. She holds FINRA Series 7 and 65 securities registrations. She is a member of the Financial Planning Association® and Estate Planning Council of Northeast Florida©
Emily Williams, Operations Manager/Client Services Coordinator
For over ten years, Emily has been a dedicated and valued professional at Ullmann Financial. With Life, Health, Variable Annuity licenses, as well as FINRA Series 7, 63 and 65, Emily interacts with clients on a daily basis with superb client service using her experience and education to problem solve and to make sure our clients concerns and questions have been addressed. Emily is a graduate of University of Alabama.
Bobbie Flanders, Admin. Assistant/Scheduler
Bobbie manages the front office at Ullmann Financial with a warm and friendly smile. She has been involved in customer service all her working life. She ensures that each client is proactively contacted to schedule meetings with our team on a regular basis. She strives to make every client feel like family.
Melynda Angioi, Financial Paraplanner/Client Service Coordinator
Melynda is the newest member of our team, assisting with client service as well as implementation of financial plans. For the last 16 years, she has worked in many capacities within the industry including operations, client service, and office administration as well as financial planning and investment management. She holds her FINRA Series 7, 63, and 65 securities registrations, and Life, Health, and Variable Annuity Licenses. She is a graduate of Michigan State University with a Bachelor of Science in Physiology.
*Securities offered through SagePoint Financial, Inc., Member FINRA and SIPC. Investment advisory, insurance, and CDFA services offered through Ullmann Financial Group, Inc., a registered investment advisor not affiliated with SagePoint Financial, Inc.
5000 Sawgrass Village Cir., Suite 25, Ponte Vedra Beach, FL 32082 • 904.280.3700 ullmannfinancial.com