With more than 30 years of financial services experience, Elan is a valuable member of our team. Her responsibilities include account set up and maintenance, assisting Ed with portfolio management & trading, client cash flow and budgeting. She is proactive, client-centered and provides timely, accurate and meaningful solutions to client issues.
After earning her B.A. from the University of California at Davis, Elan held banking positions at Wells Fargo Bank and Citibank. She then became Series 7 and 63 licensed and held the position of Investment Consultant with Citicorp Investment Services and then Registered Representative at Protected Investors of America in San Francisco.
Originally from San Francisco, Elan lives in Alpharetta with her husband, Mark, and children Nathan, Jacy, and Grace. Elan is active in her community and enjoys kayaking, cycling, and the arts.