Robb and Friedo are joined by Vern Bell, founder and President of American Elite Advisory, a fee-based advisory. Vern discusses how his firm offers a different view on investing than many other cookie-cutter firms offer, and how they have the ability to tap into some of the best and brightest portfolio managers in the business in order to best serve the client.
Vern holds an MBA and BSMT from Amberton University, and entered the financial services industry in 2001. With over 20 years in the industry, he has gained an in-depth knowledge of the issues that clients face.
Robb is an Investment Advisor Representative with American Elite Advisory and is licensed for health and life insurance in Texas and several other states. He and his wife Janette are the principal agents for Rothrock Insurance Solutions.
Rothrock Insurance Solutions – 214-556-6550
Holder of an MBA and BSMT from Amberton University, Vern entered financial services in 2001. With almost 20 years in the industry, he has gained an in-depth knowledge of the issues that clients face.
