Meet the Team The Zuk Group Capitola team of professionals have years of experience and expertise. 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 utilizes the most efficient and trusted 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 firstname.lastname@example.org 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.email@example.com 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 firstname.lastname@example.org Petra Fortes-Schramm Client Services Associate Petra joined Zuk Financial Group in 2016. Petra has twelve years of combined experience in Accounting, Customer Service and Financial Services industries, and holds licensing for Life Agent. When not assisting clients, Petra enjoys art, reading, and building email@example.com Schedule An Appointment Name Email Address Phone Additional Info Thank you! Oops!