Ellen Neumark, CFP
First Vice President - Investment Officer
Ellen Neumark, CFP®, First Vice President – Investment Officer, has been a financial advisor since 1984. She worked as a financial advisor for AG Edwards for over 20 years before joining Wells Fargo Advisors. Ellen works with clients across the U.S. often over multiple generations of families. Ellen is a CERTIFIED FINANCIAL PLANNING™ Professional specializing in equity and fixed-income portfolio management and income generation. As a CFP® professional she adheres to the fiduciary standard when working with her clients.
A graduate of the University of California, Berkeley, Ellen is a long-time resident of the East Bay and is a skiing, hiking, San Francisco Opera and Bay Area sports enthusiast.
Rodolfo Durán-Chávez, MBA
Vice President – Investment Officer
Rodolfo Durán-Chávez, MBA – VP, Investment Officer, has been in the brokerage services industry for 21 years with firms such as Wachovia Securities, AG Edwards, Citigroup, MetLife Securities and American Express. Prior to brokerage, Rodolfo held positions in Project Management at The Law Offices of Howard Rice et al., and Branch Supervisor at 1st United Services Credit Union. He specializes in equity/fixed income portfolio management, annuity, and insurance.
Rodolfo is a graduate of Cal State Hayward (International Studies) and Golden Gate University (MBA). He was born and raised in Perú, lives in the East Bay since moving to the United States, and he is an opera and volleyball enthusiast.
Jennie Llamas
Client Associate
Jennie Llamas, Client Associate, has 27 years of financial services industry experience. Her responsibilities include resolving client inquiries and operations.