The Team

Ellisor, Trotta & Associates

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

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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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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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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Our Staff

Angelica Meyerl

Angelica Meyerl

Client Service Manager

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Qualifications

  • BBA in Finance

Roles & Responsibilities

  • Angelica is responsible for managing and organizing the office work flow, daily business operations and liaison to provide client relationship support.
Michael Maunz

Michael Maunz

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