Our advisors

James Ellisor

James Ellisor

CRPC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about James Ellisor Visit James Ellisor's website
Tom Trotta

Tom Trotta

CFP®, ChFC®, CRPC®, RICP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Tom Trotta Visit Tom Trotta's website
Rose Ellisor

Rose Ellisor

Financial Advisor

Learn more about Rose Ellisor Visit Rose Ellisor's website

Our team

Mike Maunz

Mike Maunz

Paraplanner

Wendy Wolfe

Operations Manager