VERN MONTROSS

Responsible for cultivating and developing relationships with financial professionals, including financial advisors, CPA's, exit planners and attorneys, alongside their Ultra High Net Worth clients in Texas and Oklahoma. Work in concert with these professional advisors and portfolio managers to develop long term, risk managed investment strategies.

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Responsible for cultivating and developing relationships with financial professionals, including financial advisors, CPA's, exit planners and attorneys, alongside their Ultra High Net Worth clients in Texas and Oklahoma. Work in concert with these professional advisors and portfolio managers to develop long term, risk managed investment strategies.

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