Missy Ulrich joined the teams in October 2015 and serves in the role of Director, Financial Planning. In this client-facing role, Missy is the direct point of contact to assist with all wealth management planning questions. She knew from an early age that she wanted to work in finance and set her sights on joining the industry to work in a role that fulfills her. Missy has a knack for making the planning process not only easy, but educational and informative for our clients. With her quick wit and humor, she makes what may seem like a tedious process an enjoyable experience. A graduate of Walsh College, Missy earned a bachelor’s degree in business administration with a concentration in finance. She holds FINRA Series 7 and 66 securities registrations with Commonwealth Financial Network®.
