Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies

Awards & recognition

  • James Ellisor, Ameriprise Ultimate Digital Excellence Award, 2022 and 2023
  • Rose Ellisor, Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

2023 - Tennis4Cancer and National Day of Service
2023 - Tennis4Cancer and National Day of Service

Sponsor of Tennis 4 Cancer, A Rotary Club of Orange Park and American Cancer Society annual event (Fleming Island, Florida)

Member of Rotary Club (Jacksonville, Fleming Island)

Volunteer for Feeding Northeast Florida

Complimentary Services for Friends and Family

As a benefit for our clients, we are happy to provide these complimentary services to their friends and family.

Call one of our offices to schedule!

*20 minute "Ask Anything"consultation

*30 minute "Second Opinion on your Portfolio"

*45 minute "Financial Planning Overview"

Our photos

4 albums
close