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Our Team

President & Chief Compliance Officer

Vernon Bell

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.

Operations Manager

Sheryl Bell

Sheryl is the head of our office support staff. She maintains our files and double checks our documents for completeness. One word best describes Sheryl — meticulous. Thank you Sheryl!

Investment Adviser Representative

Mike Greiner

Mike entered the financial services industry almost 20 years ago. He has experience in retirement management, financial planning, life insurance, and portfolio management. A native Texan, he enjoys traveling and spending time with his family.

Chief Counsel & Portfolio Manager

Daniel Dower

Daniel has a B.S. in Business Management from UTD, an MBA from SMU Cox School of Business, and more than 20 years of investment management experience. Daniel manages the ERV Strategy.

Investment Adviser Representative

Bruce Sutherland

Bruce is a Certified Financial Planner with over 25 year's experience assisting Individuals, Families and the Self-Employed with Retirement Saving and Income, Tax Planning and Wealth Management.

Investment Adviser Representative

Sean Horn

Sean entered the Financial Services Industry in 2012. He enjoys building long-term relationships with clients and helping them achieve their financial goals while protecting their families and assets. Sean recognizes no two households are the same and neither are their needs. His process begins with listening to each client’s goals and concerns to develop and implement a plan that comfortably addresses those issues in a responsible manner.

Vice President & Portfolio Manager

Samuel Zavaletta

Samuel entered the field of private wealth management 2010 and developed a passion for personal finance. In addition to serving his own advisory clients, Samuel manages the firm's marketing efforts.

Investment Adviser Representative

Robb Rothrock

With better than 20 years of business & investment experience and a BBA in Finance and Financial Management from UTA, Robb brings a wealth of knowledge and experience in the financial services industry to TEA.