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.

close

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

View Larger


Advisors

Rose Ellisor

Financial Advisor

Visit Rose Ellisor's website

James Ellisor

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit James Ellisor's website


Team

Mike Maunz

Mike Maunz

Paraplanner

Shirley Booth

Shirley Booth

Client Service Coordinator

Wendy Wolfe

Wendy Wolfe

Operations Manager