You Don’t Have to Do It All
Many advisors are wearing all the hats: Marketer. Team leader. Operations guru. The go-to for all client questions. But if you’re juggling everything, when do you have time to work on scaling your business?
The truth is that you can’t — and don’t have to — do it all. That’s where we come in. Our team of knowledgeable professionals can help take things off your list so you can focus on running your company. Even better, we can serve as a sounding board as you make critical decisions for the future of your firm.
Take a hat off and give it to us!
Let us take on some of your responsibilities so you can spend more time on you, your firm and your clients. Less looks good on you!
It’s Your Business.
We’re Here to Support It.
Whether you’re looking for marketing and operations support, investment ideas for your clients, or opportunities to connect with other advisors, we’ve got you covered.
Every decision we make and piece of advice we give is based on our four core principles:
Less means more.
Surround ourselves with successful people.
It’s all about prospecting.
Always do the right thing.
You also get advice and support from experienced professionals who understand the challenges of growing and sustaining a financial practice. We work closely with you to build the business you want — which may look totally different than any other financial advising firm out there.
Meet Your AE Wealth Management Team
Alexis Burchett
VP of Wealth Management
Alexis Burchett
With a decade of experience in the financial industry, Alexis has established herself as an expert who not only possesses extensive knowledge but also provides exceptional customer service. Alexis’ dedication to her craft is exemplified by her commitment in passing the Series 65 exam, further enhancing her ability to provide sound financial advice to her clients.
Alexis is a native of Topeka, Kansas, and cherishes her free time spent engaging in family activities. Whether traveling, embarking on adventures, or simply enjoying quality time with loved ones, she finds immense joy in these moments. Alexis’ passion extends beyond human connections as she shares an unwavering love for her two Italian Mastiffs, Nova and Titan. Their loyal companionship brings her a sense of peace and happiness that truly completes her life.
Jay Lieberman
Director of Wealth
Jay Lieberman
Jay’s deep experience in the financial services industry gives him unique insights into what advisors want from their business – a skill he puts to use every day as Director of Wealth. He began his career as a financial advisor with Prudential Financial in 2008, then joined Ivy Investments as a Senior Regional Sales Specialist and eventually Regional Vice President. He also served as the Regional Director for Macquarie Investment Management for more than a decade before joining AE Wealth Management in 2024. Jay has a passion for helping advisors become the go-to financial resource for their clients. He also brings the expertise advisors need – he’s passed the Series 6, 7, 63 and 65 exams and holds Certified Investment Management Analyst (CIMA®), Chartered Retirement Plans SpecialistSM (CRPS®), Chartered Retirement Planning CounselorSM (CRPC®) and Fundamentals of CAIA designations. Although he lived in New Hampshire for 10 years, Jay is a Kansas City native. His family includes his wife, one daughter in college, a son in high
school and the family’s Golden Retriever. Jay has run three marathons and tries to get in kettlebell workouts at least five days a week.
Emily Brighton
Relationship Manager
Emily Brighton
Emily’s exceptional attention to detail serves her well as a relationship manager for her team. She has demonstrated that quality at AEWM since 2018, when she joined the firm as an advisor service representative. In that role, she assisted advisors in all areas of their businesses, including cash management, forms processing and technology. The experience made her a natural fit for the RM role, which allows her to build deeper relationships with the advisors with whom she works. She enjoys helping offices solve big problems and build processes to make their firm's more successful.
Emily lives in Lawrence, Kansas with her wife, and is mom to two rowdy boys, Edwin, and Louis. She describes herself as a “huge” fan of the Kansas City Chiefs and the Kansas Jayhawks as well as a purveyor of useless trivia knowledge.
Dalton Minor
Relationship Manager
Dalton Minor
A former teacher, Dalton uses exceptional communications and people skills to provide first-rate Team Ignite service and assistance whenever clients have a need.
Dalton has passed his Series 65 securities exam and previously worked as an operations lead for AE Wealth Management’s Team Stewart/Ignite.
After growing up in the small town of Winchester, Kansas, Dalton attended Benedictine College, where he earned his bachelor’s degree. He worked as a high school business teacher before joining Advisors Excel.
Dalton now lives in Valley Falls, Kansas, with his wife and three young children. In his free time, he enjoys exploring parks and trails with his family.
When you work with our team, you will:
Create deeper relationships.
Learn from the best.
Become an exceptional business owner.
Get the use of ready-to-send marketing materials.
Receive flexible and nimble support.
Discover how to move accounts seamlessly.
Gain access to a comprehensive investment suite.
Expect the Best from Our Team
Want to know more about what we do and how we help? Download our brochure and discover all the things your AE Wealth Management can offer.
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Results from the use of strategies shared are no guarantee of your future success.
Ready to build the business you’ve always dreamed about?
It’s time to take that next step! Contact us if you’re someone who:
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