Evan Gerald is a Partner, Chief Compliance Officer, and Senior Advisor at Ulrich Investment Consultants, where he works closely with the firm’s leadership team to execute its client-focused mission and deliver fiduciary wealth management solutions. His expertise spans financial planning, estate planning coordination, asset allocation, manager research and due diligence, and portfolio implementation. 

Evan holds the CERTIFIED FINANCIAL PLANNER® certification and is a licensed independent insurance agent in the State of Texas.  He provides comprehensive advisory services to affluent families, Native American governments and institutional retirement plans. Through Ulrich’s partnership with First Financial Resources (FFR), he helps clients nationwide address their life and health insurance needs, adding depth and flexibility to the firm’s holistic approach. 

Evan joined Ulrich Investment Consultants in 2016 and has since advanced through leadership roles culminating in his appointment as Partner and Senior Advisor.  Prior to joining Ulrich, he was with Johnson Controls, Inc. in San Antonio, managing technical sales and developing long-term client relationships.