Ellisor, Trotta & Associates

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.


Advisors

Rose Ellisor

Rose Ellisor

Financial Advisor

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James Ellisor

James Ellisor

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
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Tom Trotta

Tom Trotta

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Team

Mike Maunz

Mike Maunz

Paraplanner

Angelica Meyerl

Angelica Meyerl

Client Service Manager