Our Team
At American Elite Advisory, our team of experienced and dedicated financial advisors is at the heart of our commitment to your financial success. With years of industry knowledge and a passion for helping clients achieve their financial aspirations, our advisors are here to guide you through every step of your financial journey.
Our advisors are not just experts; they are your partners on this journey, working tirelessly to ensure that your financial future is as secure and prosperous as it can be. Together, we can build a solid foundation for your financial success.
Vern Bell
President & CCO
Vern is the founder and president of American Elite Advisory. He has more than 30 years experience leading teams in both the high tech industry and financial services. He is based out of Dallas, TX.
Sean Horn, MBA
Advisor (VA) & Vice President
In addition to serving his advisory clients, Sean also serves as our Vice President of Advisor Development. He is based out of Charlottesville, VA.
Daniel Dower, Esq.
Chief Counsel & CIO
Daniel is our legal counsel and the creator of the Elite Relative Value Strategy (“ERVS”). A successful real estate investor, he brings a wealth of knowledge to the firm. He is based out of Dallas, TX.
Bruce Sutherland
Advisor
Bruce is one of our advisors. With over 25 years of experience in financial advisory, he is well-positioned to help investors achieve their retirement and estate planning goals. He is based in Dallas, TX.
Robb Rothrock
Advisor
Robb is one of our advisors.
Robert Lozano
Advisor
Robert is a graduate economist and one of our advisors. With over six years of experience in financial advisory and wealth management, he is well-positioned to help investors achieve their retirement goals. He is based in Ormond Beach, FL.
James Van Shores
Advisor
With 20+ years in wealth management and medicare since age 18, I blend expertise with client empowerment, fueled by a passion for surfing and fishing.
William Stack
Advisor
Since ’93, Bill, a Certified Financial Fiduciary, advises families and retirees, managing $35M in annuity premiums as a Million Dollar Round Table member, a West Point grad, Gulf War vet, & author of “The 7.0%
Solution.”