Advisor profile


What you can expect when you work with me

At Ellisor Wealth Management, we believe having strong client relationships is the most essential aspect of what we do. Our commitment is to provide the highest level of service while working with you and your family members to inspire financial confidence across generations. We enjoy getting to know you and what’s important to you, which helps create a personalized plan together to achieve your goals. Whether your financial journey is just beginning, or you’ve been on the path for years, you are important to us. Let our experience and dedication help pave the way to your financial destination.


24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Wealth Preservation Strategies
  • Small Business
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022-2023

Community participation

Tournament Chairperson for the Tennis 4 Cancer Tournament 2012-2023 (Fleming Island, Florida)

Interests

  • Six time Ironman Competitor
  • Jacksonville Jaguars season ticket holder
  • Married with three sons
  • Enjoying our community in Fleming Island, Florida

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.