Gary L. Ulrich, Director, The Financial House – Registered Representative, Lincoln Financial Securities
Gary holds a Bachelor of Science degree in Financial Planning and a Bachelor of Science degree in Economics from the University of Delaware. He is one of the first graduates of the financial planning curriculum at the University of Delaware, pioneering the program. Since entering the financial services industry in 2014, he has gained experience in multiple areas of the industry, in addition to becoming a registered representative with Lincoln Financial Securities. Gary specializes in retirement planning, cash flow analysis, insurance planning, and qualified retirement plans. He will be sitting for his Certified Financial Planner exam this fall.
Gary is an active member of the Hockessin-Greenville Chapter of Rotary International, Toastmasters International, and Delaware Young Professionals. He is also a member of the Delaware chapter of the Society of Financial Service Professionals and the New Castle County Young Professional Network. A recent highlight has been helping the University of Delaware’s Alfred Lerner College of Business and Economics in marketing a new minor in Trust Management to encourage college students to enter the financial services industry. Gary also serves on the Board of Directors of SmartDrive, a foundation established to reduce loss of life and property in senseless motor vehicle crashes through intensive and interactive defensive driving skill development.
Gary lives in Pike Creek, Delaware with his dog, Buddy. Contact Gary here – firstname.lastname@example.org