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

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

Sean Horn

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

Daniel Dower

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

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

Robb Rothrock

Advisor

Robb is one of our advisors.

Robert Lozano

Robert Lozano

Advisor

Robert is one of our advisors.

James Van Shores

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

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.”