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
Ben Sullivan, CFA®
VP of Wealth Management
Ben Sullivan, CFA®
Ben joined AEWM in early 2017 after working as an auditor for a Topeka, Kansas, firm. He served advisors at the trade desk and as a director of wealth before becoming a vice president of wealth management in 2022. Ben has passed the Series 7, 24, 66 and Chartered Financial Analyst (CFA) exams.
Ben earned his accounting degree from York College, where he played soccer. He spends his free time with his wife, Maggie, and their son, Declan.
Andy Nyland
Director of Wealth
Andy Nyland
Andy joined the AE Wealth Management team in September 2020. He gained experience with creative planning as a wealth manager with Edward Jones, where he owned his own financial advisory office. Andy has worked extensively through the financial planning process with clients, helping them understand how to set realistic market expectations. Throughout his career in the industry, he has also accumulated assets, hosted seminars and collaborated with other advisors to serve clients. Before entering the financial industry, Andy worked in training and development for John Deere.
Andy lives in Basehor, Kansas, with his wife, Tiffany, and their three daughters: Juliana, Isabella and Emilia. In his spare time, he enjoys participating in Highland Games, riding his motorcycle, reading, watching football and taking on the crazy activities his kids rope him into.
Danielle DiMarzio
Relationship Manager
Danielle DiMarzio
Danielle brings an array of knowledge and experience to her role as relationship manager. Before Joining AE Wealth Management in 2018, Danielle spent 15 years in the property and casualty world. She started as a processor at AE before advancing to operations lead and her current position.
Danielle and her husband live in Topeka with their four kids — Mena, Shylah, Derek and Sabella — as well as two dogs and a cat.
When she isn’t watching her kids play sports or perform other activities, Danielle enjoys spending time with family and friends, attending live shows and concerts, watching Disney movies and cooking.
Jonathan Brooks
Relationship Manager
Jonathan Brooks
Jonathan enjoys doing all he can to help advisors manage and grow their firms. Before joining Advisors Excel in 2019, Jonathan worked at a bank while also serving in the Air National Guard. His Guard service continues, and his time at AE has included one deployment. At AE, he worked in Annuity and AE Wealth Management operations before joining the team.
Jonathan lives in Topeka with his wife and two dogs. Away from the office, you can find him spending time with family and friends, rock climbing and doing other outdoor activities, or in Wichita for the Air Force.
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.
9/23-1309610
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:
To get started, simply fill out the form! We’ll take it from there.