Uli founded Sapphire Wealth Consulting, Inc. in 2016 after earning her CFP® designation. She completed the Zahn program at the University of North Florida. Uli is a Certified Financial Planner™ practitioner as well as a Certified Private Wealth Advisor® professional. She holds an MBA degree with a Finance concentration from the University of North Florida.
Uli began her career in the financial industry in 2003 working for Legacy Trust Family Wealth Offices. During her time at Legacy she held multiple titles including Director of Wealth Management. In addition to managing 300 million dollars in assets for high net-worth clients, she was also responsible for Legacy’s corporate financial functions.
Uli is an active volunteer member in the Jacksonville community. Over the years she volunteered with the Ronald McDonald House and the The Donna Foundation. She is currently a member of the FPA North Florida and the Investment Management Consultants Association.