Ercilia started working for Donnelly & Associates in 2005 and took over ownership in 2017. She has twenty-seven years of combined experience in Education and the Financial Services industries. She holds licenses for FINRA Series 6, Series 7, and Series 63 with Securities America; and FINRA Series 66 with Securities America; Long Term Care; and Life Insurance (CA Insurance License #0E55996). She also holds a Behavioral Finance Advisor (BFA) designation. When she is not assisting clients, Ercilia likes to spend time with her husband, Mark, and their young sons, Marco and Emilio. She also enjoys cooking and entertaining for friends and family.

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Trisha started working with Donnelly & Associates in 2010. She has thirty years of combined experience in Banking, Bank Compliance and Financial Services industries. She holds licensing for FINRA Series 6, 63 with Securities America, Life Insurance (CA Insurance License #0B21705), and Long Term Care, and is a Registered Notary.  When she is not assisting clients Trisha likes to sew, do crafts, and travel with her husband, Bill.

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Tammy started working with Donnelly & Associates in 2012. She has forty years of combined experience in the Mortgage Title, Office Management, and Financial Services industries.  She holds licensing for FINRA Series 6, 63 with Securities America and Life Insurance (CA Insurance License #0M85034). When she is not assisting clients, Tammy likes to spend time with family and friends. Tammy enjoys long walks on the beach and sunshine!