John G. Ullman & Associates, Inc.
Patti Creaton is a seasoned HR professional with extensive experience in various roles within the human resources field. Currently serving as a Senior HR Generalist and Benefits Administrator at John G. Ullman & Associates, Inc. since October 2016, Patti collaborates with the HR Director to ensure compliance with labor laws and internal policies while addressing employee concerns. Previous experience includes serving as an HR Representative at Schlumberger Technologies, where support was provided to multiple locations, and employment specialist roles at IBM Smarter Workforce and Corning Incorporated, focusing on full-cycle recruiting and candidate management. Educational qualifications include a Bachelor of Science in Management with a Marketing emphasis from Keuka College.
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John G. Ullman & Associates, Inc.
Who We Are: JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial planning. What We Do: JGUA works proactively with clients to develop financial plans that are structured to meet their goals, whether those goals are in the short-term, long-term, or with the next generation in mind. How We Do It: JGUA Advisors work collaboratively across all service areas to provide clients with the highest levels of comprehensive guidance, in a highly personalized way. Our process starts with you. You’ll be paired with an Advisor who works diligently and with the utmost integrity to understand your unique goals, time horizon, current financial picture, and risk tolerance. The resulting plan reflects decades of our experience, and serves as a road map to help you make the right decisions about your financial future. From there, our investment management team leverages our research, trading, and portfolio management groups to provide both highly experienced and newer investors with personalized, active portfolio management based on real-world experience, analytics, and insights, not just automated algorithms. Backed by our team of financial planners, CPAs and other tax professionals, legal professionals, and support staff, we are uniquely qualified and equally passionate about helping clients and their families achieve their financial goals.