Ellisor Wealth Management

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. We use our exclusive Confident Retirement® approach to help our clients feel more confident about their, and their loved ones,’ financial future. We are personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.


Team photo for Ellisor Wealth Management
Team photo for Ellisor Wealth Management

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Advisor photo for Rose Ellisor

Rose Ellisor

Financial Advisor

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Advisor photo for James Ellisor

James Ellisor


Private Wealth Advisor

Chartered Retirement Planning Counselor™
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Mike Maunz

Mike Maunz


Wendy Wolfe

Wendy Wolfe

Operations Manager

Shirley Booth

Shirley Booth

Client Service Coordinator