Vestech Asset Management Inc.

Keith Miller is a financial representative at Vestech Asset Management Inc. with 35 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Miller serves on several local boards, including the Kings Mountain Housing Authority and the Cleveland County Board of Equalization & Review. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both ongoing investment management and project-based planning.

John Huang is a financial advisor at Vestech Asset Management Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has served as President and Financial Representative of Vestech Securities, Inc., a broker-dealer, since 2016. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios, offering discretionary management and project-based planning engagements.

James Maendel is a financial advisor with Vestech Asset Management Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked at Vestech since 2018 and concurrently at Amerco since 2015, where he manages interstate corporate relocations and traffic logistics. Maendel is also an author and technical reviewer for John Wiley & Sons, contributing to the "For Dummies" book series. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both discretionary management and project-based planning engagements.

Norman Meyer is a financial advisor with Vestech Asset Management Inc. and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at Ni Advisors and multiple firms under the Vestech umbrella. Meyer is also the owner and independent agent of MFG LLC, providing traditional insurance sales and service. Vestech Asset Management offers investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and provides both discretionary management and project-based planning.

Amir Golzar is a financial advisor at Vestech Asset Management Inc. with nine years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he is a partner in two e-commerce businesses focused on Amazon dropshipping. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both ongoing investment management and project-based planning.

Milton Beile is a financial advisor with Vestech Asset Management Inc. in Saint Louis, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at multiple firms including Ni Advisors, Inc. and Alternative Distributors, LLC. Outside of his advisory role, he owns a marketing business, Milton Beile Services. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients, utilizing a blend of technical, fundamental, and cyclical analysis to manage diversified portfolios. The firm offers discretionary portfolio management, written financial plans, and access to third-party managers.

Mohamed Eldawy is a financial advisor at Vestech Asset Management Inc. in Houston, TX, with 10 years of industry experience and a Series 66 designation. His prior experience includes roles at Morgan Stanley and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved in multiple consulting roles for technology and mobile application companies and serves as owner and president of a real estate development and services firm. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both discretionary account management and project-based planning.

Robert Halldin is a financial advisor at Vestech Asset Management Inc. with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Vestech since 2017, following five years at American Portfolios Financial Services Inc. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm uses a combination of technical, fundamental, and cyclical analysis to implement targeted asset-allocation model portfolios, offering both discretionary management and project-based planning engagements.

Mark Chao is a financial advisor with Vestech Asset Management Inc. in Saint Louis, MO, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Farmers Financial Solutions, Capital Management Services, Executive Financial Group, and Wealth Management Service. Outside of his advisory work, he serves as Vice President of Promotions and a class instructor for Saint Louis Kendo. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to implement targeted asset-allocation model portfolios, offering discretionary portfolio management and project-based planning engagements.

Zhenyu Tang is a financial advisor at Vestech Asset Management Inc. with four years of industry experience. He holds the Series 66 designation and has worked in various roles including positions at Lindenwood University and Vestech Securities, Inc. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to implement targeted asset-allocation model portfolios, offering discretionary portfolio management and project-based planning engagements.

Erven Frericks Jr. is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Vestech Asset Management Inc. He previously worked at Royal Alliance Associates, Inc. for 21 years. Outside of his advisory role, he is involved as a dealer for Premier Casino Party, which organizes casino parties for charity events. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a mix of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both ongoing investment management and project-based planning.

Marco Ramirez is a financial advisor at Vestech Asset Management Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vestech Asset Management since 2016. Outside of his advisory role, he practices law as an attorney at BlackRock Legal p.c. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a mix of technical, fundamental, and cyclical analysis to manage a broad range of securities through targeted asset-allocation model portfolios and offers both ongoing investment management and project-based planning.

Jingbo Pan is a financial advisor at Vestech Asset Management Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Coastal Investment Advisors and Axiom Capital Management. Outside of advising, he is president of J&Y CPA Consulting Company, P.C., an accounting and tax consulting business. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a mix of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both discretionary management and project-based planning.

Jianan Qin is a financial advisor at Vestech Asset Management Inc. with three years of industry experience. He holds Series 63 and Series 66 credentials. Outside of advisory work, Qin manages a real estate property management business called 39 North Properties. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a mix of technical, fundamental, and cyclical analysis to implement targeted asset-allocation model portfolios and offers discretionary portfolio management alongside project-based planning engagements.