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
John Imming
VP of Wealth Management
John Imming
John is no stranger to putting out fires; in fact, he worked as a trained firefighter for several years before following a different career path. During that time, he honed his skills of quick thinking and calm direction — skills he uses when working with advisors.
John brings more than a decade of financial services experience to his role with AEWM. He earned his Bachelor of Business Administration in finance and management from Washburn University in Topeka, Kansas. He also has passed the Series 7, 24 and 66 securities exams and holds a life insurance license.
Never one to shy away from hard work, John is pursuing his CERTIFIED FINANCIAL PLANNER™ certification through the University of California-Los Angeles. He and his wife, Rene, also stay busy with their three kids: Grayson, Harrison and Allison.
Eric Claspill
Director of Wealth
Eric Claspill
Eric joined AEWM as a director of wealth in March 2023. He has worked in the financial industry since 2000 and served as a financial advisor for 10 years before joining AE. He worked for Waddell & Reed and Allstate during that 10-year period. He graduated from Washburn University in 2005 with a Bachelor of Arts in finance and has passed his Series 7 and 66 securities exams.
Eric and his wife, Sarah, live in Topeka, Kansas, and have two sons. During the weekends, Eric can be spotted at ballfields watching games and at concerts with his oldest son in band. Eric enjoys playing golf and fishing when he gets the time.
Chris Sullivan
Director of Wealth
Chris Sullivan
Chris joined Team Imming as the director of wealth in January 2021. He has worked in financial services and investing for more than 10 years and has extensive experience with wholesale mutual funds, SMAs and alternative solutions. Before joining AEWM, Chris worked for Ivy Investments. He is a graduate of Washburn University in Topeka, Kansas, and has passed the Series 7, 63 and 65 securities exams.
Chris lives in the Kansas City metro area with his wife, Amy, and their two children, Riley and Blaine. When not at work, he and his family can often be found spending quality time on the golf course.
Brandy Moore
Relationship Manager
Brandy Moore
Brandy started with AEWM as an advisor service representative, then moved into the role of transition consultant in late 2018. Now, as a relationship manager, she has returned to her roots of building relationships with advisors and helping them realize their goals for their practice.
Brandy graduated from Washburn University in Topeka, Kansas, where she double majored in marketing and management. She lives in a small rural community about 25 minutes from Topeka with her two boys and enjoys the fact that there’s never a dull moment at her house.
Michelle Gee
Relationship Manager
Michelle Gee
Michelle joined AEWM in 2019 as an account service representative, then moved into a transition consultant role. In both of those roles, she was able to learn and teach the AEWM processes, from paperwork to tech support and everything in between. In 2022, she joined Team Imming as a relationship manager. She enjoys working closely with advisors.
Prior to joining AEWM, Michelle wore a few different hats. She worked for a financial advisor for six years and spent a couple of years as a licensed service agent at an independent Allstate agent's office, where she held both her P&C and Life licenses. She previously owned a consignment business, and in between all of that, spent several years at home raising kids. Michelle and her husband, Justin, have three children and one granddaughter and love spending time with all the family together.
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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