Our Team

Roger Bell, AIF®

Roger is the founding partner of Bell Financial Group. Since 1979, he has operated under the belief that relationships are the most important thing in our business and are the surest way to help our clients pursue their goals.

Roger earned both Bachelor of Business Administration and Master of Education degrees from the University of North Texas. He previously spent 11 years as a high school teacher and coach. He holds the Accredited Investment Fiduciary (AIF®) designation.

Roger and his wife, Sally, reside in Frisco, TX. Their family includes three children and four grandchildren.

Brian Bell, CFP®, AIF®

Brian became part of the Bell Financial Group team in 1999. He is a CERTIFIED FINANCIAL PLANNER™ professional as well as an Accredited Investment Fiduciary™.

Brian earned a Bachelor of Arts in business administration and communication from Trinity University. While attending Trinity, he and a group of classmates founded Cymitar Technology Group, an internet consulting firm, which was later renamed Rackspace before being acquired by a group of San Antonio-based investors.

Brian lives in Plano, TX with his wife, Sarah, and two daughters and is as a volunteer with Plano ISD and coach with Plano Youth Soccer Association and Plano Sports Authority. If he’s not in the office, you can probably find Brian on a soccer field or in the mountains of Colorado.

John Classe, CFP®

John joined Bell Financial Group in 2001. He is a CERTIFIED FINANCIAL PLANNER™ professional serving the needs of Frisco, Texas and surrounding communities.

A native Texan, John has lived in Saint Louis, Missouri and Nashville, Tennessee where he earned a bachelor's in economics from Vanderbilt University.

John lives in Frisco, TX with his wife, Melanie, and their two daughters. He is active in the community – currently serving as Place 6 Trustee for the Frisco Independent School District and having served the city on several boards and commissions. John is a graduate of Leadership Frisco Class XVI – a program of the Frisco Chamber of Commerce.

Teresa Gately

Teresa is a Client Services Associate for Bell Financial Group. In this role, she is primarily responsible for administration of our clients’ insurance policies and our general office operations.

Before joining Bell Financial Group in 2005, Teresa was a substitute teacher and parent volunteer for Frisco ISD. Before moving to Texas in 2001, she worked for county prosecuting attorneys and for Columbia Insurance Group in claims, underwriting, and reception/administrative services.

Teresa graduated from Columbia College with a Bachelor of Arts in English with a minor in art. She lives in Frisco, TX with, John, her husband of 25 years. They have one son.

Website Design For Financial Services Professionals | Copyright 2020 AdvisorWebsites.com. All rights reserved