You keep your CEO hat on. We’ll wear the rest.

Your dedicated AE Wealth Management team helps you focus on what’s most important: scaling and growing your business, your way.

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:

  • 01.

    Less means more.

  • 02.

    Surround ourselves with successful people.

  • 03.

    It’s all about prospecting.

  • 04.

    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


Mike Ball

Director of Wealth


Emily Brighton

Relationship Manager


Dalton Minor

Relationship Manager

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.



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:

  • Wants to nail your marketing and branding — but you’re not sure where to start
  • Wishes for more time in your day to focus on the tasks that will take your business to the next level
  • Desires to become a first-class financial advisor for your clients

To get started, simply fill out the form! We’ll take it from there.

Get Started:

By submitting your information, you consent to be contacted regarding your financial business.