Ercilia Donnelly, Ed.D., BFA, CA Insurance License #0E55996
Financial Advisor
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.
Petra Fortes-Schramm (they/them), CA Insurance License #0L75174
Associate Advisor
Petra joined Donnelly & Associates in 2016 and has over 15 years of combined experience in the Accounting, Customer Service, and Financial Services industries. Petra holds a Life Agent license in California (CA Insurance License #0L75174). They also hold licensing for FINRA Series 7 and 66 with Securities America. Petra lives in Santa Cruz with their wife, Lisa, and two cats, Autumn & DandyLion. When not assisting clients, Petra enjoys art, spending time with loved ones, and exploring neighborhoods through photography.
Trisha King, CA Insurance License #0B21705
Account Executive
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.
Tammy Norman, CA Insurance License #0M85034
Registered Administrative Associate
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!