TOWER BRIDGE FINANCIAL
Our Team
Tower Bridge Financial is dedicated to helping you protect your hard-earned retirement income. With a team of caring, driven, and energetic professionals, you can feel good about your retirement strategy. Meet the people who have a passion for helping people retire with confidence.
Andrew Kagan
Owner & CEO
Andrew Kagan grew up in Sacramento, CA where he graduated from Bella Vista High School. He then lived in Arizona and earned his degree from the W.P Carey School of Business. His education built the groundwork for his professional career and he actively participated in both the community and his professional life.
During college, Andrew saw first-hand why having the right protections in place is so important. He watched his own grandfather struggle to pay for the care of his grandmother because the insurance they had would not cover her residential and in-home care. The grief and hassle of this experience was unbearable for his family. Andrew resolved to do everything he could to provide the best service and knowledge possible to each and every pre-retiree and retiree he came across.
Andrew has been in the insurance and financial industry for over a decade now. His mentality is, “If you do the right thing first, then you’ll have clients and no complaints later.” With this moral compass, he has helped hundreds of people find the most suitable options for their retirement situation. Andrew and his team strive to create client-minded strategies that focus on securing your future.
Eric Kagan
Client Relationship Manager
Eric Kagan is the Client Relationship Manager for Tower Bridge Financial. His position entails keeping clients updated on the process of planning for their retirement, and as a result, he’s very perceptive and perspicacious. Eric enjoys the atmosphere of the office as he’s working alongside his family, and also appreciates that he’s helping clients maintain peace of mind during their time with Tower Bridge Financial. When not assisting clients, he enjoys going to the gym, playing golf, or walking his dog, JJ. Reach out to Eric.
Kylie Davis
Marketing & Event Coordinator
With a background in business and hands-on experience in branding and client outreach, Kylie supports Tower Bridge Financial’s mission through thoughtful marketing and impactful events. She holds a bachelor’s degree in Marketing and brings a strategic, detail-oriented approach to every project – whether she’s coordinating a seminar or developing content that connects with clients.
Kylie is passionate about creating memorable experiences, strengthening client relationships, and bringing energy and creativity to every aspect of her work.
Outside of work, she enjoys camping, traveling, and spending time with her two French Bulldogs, Teddy and Kimber.
Ellen Rosellini
Client Services Manager | Accounting & Real Estate Professional
As a seasoned Client Services Manager with a solid background in both accounting and real estate, Ellen Rosellini is committed to delivering exceptional service and practical solutions to meet the diverse needs of her clients. With years of experience in these dynamic fields, Ellen brings a keen eye for detail, a strategic approach to problem-solving, and a strong dedication to customer satisfaction.
Ellen was born and raised in San Jose, California, and now resides in Elk Grove with her loving family. Outside of work, she is a proud mother of five children, grandmother to three, and the caretaker of four cats and two dogs. Family is at the heart of everything she does, and her personal values of hard work, integrity, and care extend into her professional life.
Whether managing client relationships or handling complex financial matters, Ellen’s goal is always to provide clear communication and expert guidance to ensure the best possible outcomes for those she works with. She combines her passion for real estate with her strong foundation in accounting, giving her clients a unique and well-rounded perspective on their needs.
When she’s not helping clients or spending time with her family, Ellen enjoys exploring her community, volunteering, and finding ways to give back to the places that have shaped her life.