The Team

Ellisor, Trotta & Associates
It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.

Our Advisors

James Ellisor

James Ellisor

Private Wealth Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
CA Insurance #0I17970

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Tom Trotta

Tom Trotta

Financial Advisor

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Designations

CFP®, ChFC®, RICP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
CA Insurance #0E15411

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Rose Ellisor

Rose Ellisor

Financial Advisor

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Designations

CLTC®

Top Areas of Focus

  • Women's Financial Strategies
  • Family Finances
  • Retirement Planning Strategies

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Our Staff

Mike Maunz

Mike Maunz

Paraplanner

Angelica Meyerl

Angelica Meyerl

Client Service Manager