John G. Ullman & Associates, Inc.
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Who We Are: JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial planning. What We Do: JGUA works proactively with clients to develop financial plans that are structured to meet their goa... Read more
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John Ullman
Founder & President
John Ullman
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Ryan Sargent
Marketing & Communication Manager
Donald Huff
Director Of Tax Services
Cfp® Kelly M. Lewis Jd, Llm
Associate Director Of Financial Planning & Certified Financial Plannerâ„¢
Scott Schoonover
Director Of Human Resources
Cfp® Jason Nickerson Ea
President And Chief Operating Officer
David Labato
Director Of Trading
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