Our advisors

James Ellisor

CRPC, APMA

Private Wealth Advisor

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

Rose Ellisor

CLTC®, APMA

Financial Advisor

Learn more about Rose Ellisor Visit Rose Ellisor's website


Our team

Mike Maunz

Mike Maunz

Paraplanner

Wendy Wolfe

Wendy Wolfe

Operations Manager

Shirley Booth

Shirley Booth

Client Service Coordinator