Broker Check

Meet the Team

The Zuk Group Capitola team of professionals have years of experience and specialization. We invite you to discover and experience the power of our services. We apply a proactive team-approach that integrates all phases of the process and see to utilize efficient and comprehensive methods in the financial services industry.

Ercilia Donnelly

Financial Advisor

Ercilia started working for Zuk Financial Group in 2005 and took over ownership in 2016. 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 LPL Financial; and FINRA Series 66 with Valley Wealth Strategies; Long Term Care; and Life Insurance. 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)

Client Services Associate

Petra joined Zuk Financial Group in 2016. Petra has over 15 years of combined experience in Accounting, Customer Service and Financial Services industries, and holds a Life Agent license in California. When not assisting clients, they enjoy art, spending time with loved ones, and exploring neighborhoods through photography.

Trisha King

LPL Registered Representative

Trisha started working with the Zuk Financial Group 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 LPL Financial, Life Insurance, 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

LPL Registered Administrative Associate

Tammy started working with the Zuk Financial Group in 2012. She has forty years of combined experience in Mortgage Title, Office Management, and Financial Services industries.  She holds licensing for FINRA Series 6, 63 with LPL and Life Insurance. When she is not assisting clients Tammy likes to spend time with family and friends. Tammy enjoys long walks on the beach and sunshine!