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The Leadership Team at John G. Ullman & Associates, Inc. is responsible for steering the company's strategic direction and ensuring the adherence to its core values of human connection, attention to detail, and trust. Comprised of the Founder & President, Vice President of Operations, and President and Chief Operating Officer, this team plays a crucial role in overseeing the integration of financial planning, investment management, and other specialized services. By fostering collaboration among advisors and support staff, the Leadership Team ensures clients receive highly personalized and comprehensive wealth management guidance.