Our Team

Misunderstandings and false expectations during a divorce can have devastating effects. A Certified Divorce Financial Analyst has the professional experience to help ensure a confident economic future and prevent long-term regrets by helping you make the most-sound financial decisions, tailored to your unique situation and lifestyle. Two of our professionals have earned the CDFA® designation.

Patrick Kilbane, J.D. CDFA®

Director, Divorce Advisory Group,
Certified Divorce Financial Analyst®

E-mail: pkilbane@ullmannwealthpartners.com

Pat joined Ullmann Wealth Partners to assist, guide, and support individuals before, during, and after they begin the dissolution of marriage process. Before joining the firm, Pat routinely worked with the firm to ensure his high net worth clients made wise financial decisions at all stages of the divorce process. By leveraging Pat’s wealth of family law experience and joining forces with the team of experienced Certified Divorce Financial Analysts, Ullmann Wealth Partners' clients have additional resources, confidence, and knowledge as they commence the divorce process.

Prior to joining the firm, Pat had his own law practice in matrimonial and family law. He had previously worked as a Shareholder for the statewide law firms Gray Robinson, P.A. and Rogers Towers, P.A. in Jacksonville.

Pat is extremely active in the Jacksonville community and serves on numerous boards in the area. He has received two gubernatorial appointments – one as a Board Member to the Jacksonville Aviation Authority (Chairman of the Board 2017-2018) and the other one to the 4th Judicial Circuit Judicial Nominating Committee (on which he serves as current Chairman). Pat is also active with the Jacksonville Bar Association, he served on the JBA's Board of Governors and served as President of the Young Lawyers Section.

Pat is a member of the 35th Leadership Florida class. In 2016, Pat received a Mayoral Appointment to serve on the Navy/Notre Dame Executive Committee. He is a member of the Board of Directors of the Notre Dame Alumni Club of Greater Jacksonville and served as its President. In 2017, Pat was appointed by Bishop Felipe Estevez to serve as a Trustee on the Savings and Loan Board for the Diocese of St. Augustine. Further, Pat serves on the Foundation Board for St. Vincent's Hospital and as a board member of North Florida TPO. In 2020, Pat became a member of the Adrian College Board of Trustees.

Pat has a JD from the University of Notre Dame and a BBA from Adrian College, from which he graduated summa cum laude. He is also a Certified Divorce Financial Analyst^®.

Caitlin Frederick, CFA, CPA

Director of Financial Planning,
Wealth Advisor

E-mail: cfrederick@ullmannwealthpartners.com

Caitlin is the Director of Financial Planning and a Wealth Advisor. Her primary role is to lead and enhance the financial planning process for all of our clients. She also assists clients who utilize our Divorce Advisory Services.

Prior to joining Ullmann Wealth Partners, Caitlin worked in the Valuation and Capital Markets groups at PwC for over five years. Most recently, Caitlin worked for a local boutique investment banking firm performing business valuations.

Caitlin earned a Masters in Accounting and Finance, and a BA in Economics, from Vanderbilt University. She is a member of the AICPA and the CFA Society of Jacksonville.

Caitlin and her husband have a young daughter and live in Atlantic Beach. She is active in Rotary International and the Association for Corporate Growth. In her spare time, she enjoys practicing yoga and going to the beach with her family.

Glenn Ullmann, CDFA®

President of Ullmann Wealth Partners,
Certified Divorce Financial Analyst®

E-mail: gullmann@ullmannwealthpartners.com

Glenn is President of Ullmann Wealth Partners, with overall responsibility for the firm’s wealth management practice.

Glenn has over 25 years of experience in the investment industry. During this time he has educated investors and professionals throughout the country regarding the need for discipline, simplicity, optimism and the power of professional advice. Glenn believes all clients should have a written financial plan tailored to the unique needs and circumstances of the individual, family or business. His book, Landing a Smooth Retirement, discusses these issues and the role they play in successful financial outcomes.

Before founding the firm in 2002, Glenn was the branch manager for Robert W. Baird and an advisor with Smith Barney. He was also a Pilot in the United States Air Force. He attended flight training and then flew on active duty which included missions during the Iran/Iraq War as well as a three-year tour as a flight instructor.

Glenn passionately believes in education and service. He currently serves as a Board Member for the JFCS and is a member of its Finance Committee. He is also a Trustee of the Baptist Health Foundation and a Beaches Community Fund Member.

Glenn earned an MA from the University of Oklahoma and BS from the United States Air Force Academy. In his spare time, Glenn enjoys flying his Cirrus SR22, reading, skiing in Colorado with his family and exploring new places.

Brian James, CPWA®

Director of Investments, Wealth Advisor

E-mail: bjames@ulllannwealthpartners.com

Brian is the Director of Investments and a Wealth Advisor. With more than 20 years of experience in the investment management industry, Brian joined Ullmann Wealth Partners to oversee the company’s investment management process, which includes setting asset allocation, selecting investments and monitoring client portfolios. He also works closely with the firm’s other professionals to develop investment policies and strategies for clients.

Prior to joining the firm, Brian worked for Jacksonville-based Water Street Capital where he managed trading for a multi-billion dollar portfolio and monitored portfolio positions for the firm’s Partners.He has also held positions at two Boston Based hedge funds, Oceanwood Capital Management (US) LP, K Capital Management LLP, after starting his investment career in New York City with Lehman Brothers in Equity Derivatives.

He serves on the board of the Literary Alliance of Northeast Florida (formerly Learn-to-Read), a volunteer based program that works to improve adult literacy in the Jacksonville area.

Brian earned an MBA at The University of Chicago’s Booth School of Business and a BS in Finance from Miami University. He is a Certified Private Wealth Advisor^® professional.

Brian lives in Ponte Vedra Beach with his wife and three children. When he is not busy with his family, Brian likes to stay active outdoors, read and listen to live music.

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