On a Personal Note


James A. Bauer

I was born in Ft. Myers and raised in LaBelle with my family heritage in farming and cattle. I moved to Sebring in 1994 where I graduated from Warner University. My family and I opened a small successful business in Highlands County. It was during my time as a restaurant owner and operator, I discovered my passion for helping people.  I also found I had an interest and a passion for the sometimes complex world of finances. 

I have now been serving my clients as a financial advisor for over a decade. Although I find great joy in helping teachers plan for their FRS retirement, my greatest accomplishment is being a daddy to my three beautiful daughters.



Verda Bell

Born and raised in beautiful Eastern North Carolina, I graduated with two Associates degrees; one in Business Administration and another in Accounting. I always loved math in school so finances just seemed like a natural fit.

I moved to Sebring with my family in 2013 and have been working with James at The Client First ever since. It has always been my desire to serve others to the best of my ability and this value is a shared philosophy with our firm. Helping our clients discover and reach their financial dreams brings me great joy.



Your Sebring Financial Advisor serving the teachers of Highlands County.