Ephrata National Bank Announces the Addition of AVP, Fiduciary Relationship Manager
Ephrata National Bank announces the addition of Christina Ulrich as AVP, Fiduciary Relationship Manager on ENB’s Wealth Solutions team.
In this role, Ulrich is responsible for managing retirement benefit plans, including 401Ks and IRAs, as well as working with plan sponsors and their employees to educate them on planning. She will create personal financial plans and administer various types of trusts and investment management accounts.
Ulrich has 15 years of experience in the financial industry, serving most recently as Associate Advisor and Insurance Specialist with the Spring Ridge Financial Group in Wyomissing, PA. In her previous roles, she managed retirement plans, connected businesses with plans to fit their needs, provided ongoing education to employees, monitored and reviewed client’s current investment portfolios, and assisted them with insurance needs, specifically in long-term care.
Ulrich is a graduate of Full Sail University, holds certificates in financial planning from Boston University and leadership from Penn State University, and holds insurance licenses in Life/Health/Annuity and Property and Casualty. In addition, she has AIF®, CPFA™, NQPA™, and CFP® certifications. Her prior experience and education makes Ulrich a valuable addition to ENB’s Wealth Solutions team. She currently resides in Reading, PA.
For more information about Ephrata National Bank, visit www.epnb.com.
About Ephrata National Bank
Ephrata National Bank is an independent community bank with $1.9 Billion in assets and 13 full-service locations in Lancaster, Berks, and Lebanon Counties.