Our advisors

Advisor photo for James Ellisor

James Ellisor

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about James Ellisor Visit James Ellisor's website


Our team

Mike Maunz

Mike Maunz

Paraplanner

Wendy Wolfe

Wendy Wolfe

Operations Manager

Shirley Booth

Shirley Booth

Client Service Coordinator