The Team

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.

Our Advisors

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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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®

Top Areas of Focus

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

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Our Staff

Mike Maunz

Mike Maunz

Paraplanner

Angelica Meyerl

Angelica Meyerl

Client Service Manager