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.

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

Areas of focus

  • Women's Financial Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Social Security Retirement Benefits

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation


*Feeding Northeast Florida

*Clay County Animal Shelter





*Animal Lover!

*Jaguars Fan