About I'm proud of the Merrill team supporting me & my clients! With over a 100 years of institutional knowledge in wealth management and the resources of one of the largest financial institutions in the world on your team we'll work together to create a tailored approach that is in line with your unique needs. It all starts with a deep understanding of you and your family's goals, essentials & specific concerns/challenges. Life changing events a business sale, retirement, widowhood or a recent divorce are often the catalyst for us starting our journey together. WHAT DO I BELIEVE IN? CARING I will care deeply about my clients and their families' personal lives. PURPOSE What animates you is what drives my process & I'm inspired to help people to connect resources with what motivates them. Let's get your wealth aligned with your purpose. TRUST Earned through deeply personal and consistent interactions. DISCIPLINE I utilize strategies aimed at producing consistent outcomes which help give my clients comfort when navigating inevitable storms. TEAMWORK Our team works collaboratively to solve our clients' personal life events. WHAT MAKES ME HUMAN? Philosophy and Religion Studies education gives me a distinct perspective and allows to be to connect on human terms Being a proud dog dad, uncle to three wonderful young people and being married to Lucretia, my partner & love. Being inspired by the beauty that moved me, my dogs and my wife Lucretia to this beautiful state. We're active in the Colorado lifestyle. I love hiking, camping & cycling. Contact me: james.ulrick@ml.com Office (970) 266-4817