Executive Team

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Vernon Bell

President and
Associate Portfolio Manager

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.

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Daniel Dower

Chief Portfolio Manager
Elite Relative Value Strategy

Daniel has a B.S. Business Management from UTD, an MBA from SMU Cox School of Business, and better than 20 years of investment and portfolio management experience. Daniel created and manages the Elite Relative Value Strategy.

Daniel shares his wealth of investment knowledge through his book – Understanding Investments a Few Minutes at a time.

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Samuel Zavaletta

Head of Concierge Services and
Portfolio Manager

Samuel entered the financial industry ten years ago as a book-keeper, eventually graduating to become the head of a family office. He leads the concierge services team here at TEA, in addition to managing the Aviary investment strategies. He has published an article in American Banker entitled "A Free-Market Alternative to Modern Banking".

 
 
 
 

Advisory Team

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Bruce Sutherland

Senior Adviser

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.

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Robb Rothrock

Senior Advisor

With better than 20 years of business, investment and management 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.

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Mike Greiner

Senior Advisor

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.

 

Administrative Team

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Sheryl Bell

Operations Manager

Sheryl maintains our files and double checks our documents for completeness. One word best describes Sheryl — meticulous.

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Naomi McIntosh

Director of Mkt SV

Naomi is an entrepreneur and social media expert. Currently, she is laser focused on identifying IAR’s that meet our profile.