Ulrick Edmonds
Empowering & inspiring families, athletes, coaches & businesses to live purposefully—building strong legacies through wealth with clarity & confidence
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Ulrick Edmonds
Ulrick is the founder of a leading multigenerational planning firm specializing in financial independence planning, among the top financial services practices in both the Houston area and the U.S. His team is dedicated to empowering clients to achieve financial freedom through six core strategies- Cash Flow Planning- Investment Planning- Retirement Planning- Insurance Planning- Tax-Efficient Planning- Will, Trust, and Estate PlanningResiding in the suburbs of Houston, Ulrick enjoys a vibrant family life with his wife, Lindsay, an Elite Women’s College Basketball coach, and their three daughters, who are actively engaged in various extracurricular activities. Passionate about community outreach, Ulrick is involved with numerous organizations, driven by his mission to serve others and create a lasting impact that benefits future generations.
Experience
Financial Advisor
Dec 2018 — Present · Houston, TX, US
Comprehensive financial planning that allows our clients to build long term financial security while living life TODAY.
Education
James Madison University
Master's Degree, Counseling Psychology Higher Education Administration
2002 — 2004
James Madison University
Bachelor of Science - BS, Pyschology and Criminal Justice
1997 — 2001
James Madison University
Bachelor of Science - BS, Psychology
2001
Skills
- Social Media
- Microsoft Office
- Community Outreach
- Event Planning
- Event Management
- Public Speaking
- Customer Service
- Leadership
- Strategic Planning
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