Ellen handles investments for clients in real estate, stocks, mortgages, secured and unsecured notes, private equity and trusts. She holds the prestigious designation of Certified IRA Services Professional (CISP). Originally from New York, Ellen has been with Advanta IRA since its onset, following an impressive career including seven years in Geneva, Switzerland as an expatriate taxation specialist at a large American multinational firm, probate for various law firms, accounting and bookkeeping consulting for a number of small businesses ranging from law offices to construction firms and import/export services. Ellen enjoys reading, movies, cooking and spending time with her family.
Contact: (800) 425-0653 ext. 1108