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
Kevin Thornton
Head of Sales
Kevin Thornton
Before joining AEWM, Kevin worked as a financial advisor and then as an internal wholesaler and a hybrid wholesaler on the 401(k) team at Ivy Investments. As a team leader, he applies the knowledge he gained in those roles to consult with advisors about their overall practice; provide insights regarding appropriate business structures; and give suggestions about sales, marketing and branding strategies.
Kevin is a graduate of the University of Kansas, where he earned his Bachelor of Science in accounting and finance. He holds a life and health insurance license and has passed the Series 6, 7, 63 and 65 exams. He has earned his Certified 401(k) Professional (C(k)P®) designation, which recognizes a combination of practical plan management experience and the completion of a highly specialized educational program.
Kevin and his wife, Ashley, have two sons, Parker and Carson. Kevin is an avid KU Jayhawks fan and enjoys trap/skeet shooting, going on wine-tasting tours and volunteering in his church.
Justin Kuhl
Director of Wealth
Justin Kuhl
Justin has over 15 years of experience in the financial services industry. Prior to joining AEWM in November 2021, he served as an institutional relationship manager, an internal and hybrid wholesaler, a product manager and a customer service representative. Through these roles, he gained valuable insights into different aspects of the financial services sector.
Justin earned his Bachelor of Arts in Business and Public Administration, with a minor in economics, from the University of Missouri-Kansas City’s Henry W. Bloch School of Business. He furthered his education there by earning a Master of Business Administration with dual emphases in finance and entrepreneurship.
Justin is a Certified Investment Management Analyst (CIMA)® and has passed the FINRA Series 6, 7, 63 and 65 exams. Most recently, he earned the Behavioral Financial Advisor (BFA)™ designation.
John Del-Zio
Director of Wealth
John Del-Zio
John joined Advisors Excel in September 2020 to help support and build out AE Financial Services. In July 2022, he joined the team as a director of wealth. John has over 25 years of experience in the insurance and financial services industries. John is a dedicated professional providing essential products and solutions for individuals, families and business owners. Throughout his career, he has been an individual contributor, sales leader and program manager. John graduated from San Diego State University. He has passed the Series 7, 24, 63 and 65 exams and holds his Kansas life and health license.
John’s success can be attributed to his unwavering focus on his clients. By taking the time to understand their unique values and needs, he transforms ideas into actionable plans.
John and his wife Maureen, who also works at Advisors Excel, have been married for over 22 years and have four children. They moved their family from Southern California to become part of the AE family. John enjoys cooking, playing tennis and hiking. He also volunteers at his church in Topeka.
Lisa Becker
Senior Relationship Manager
Lisa Becker
Lisa began her career at AEWM in 2017 as a transition consultant and moved into the relationship manager role in early 2019. Prior to joining AEWM, she worked in an independent financial advisor’s office for 13 years, gaining a deep understanding of all the pain points advisors experience on a daily basis.
Lisa has passed the Series 6 and 63 exams. An avid reader and podcast listener, she is always learning and growing, both to benefit her own personal development and better serve the advisors with whom she works.
Lisa’s husband, Chad, also works for AEWM, and they have two adult “kids,” Emma and Jacob. Jacob is a firefighter for the Topeka Fire Department, and Emma has her master’s in social work and works in the Topeka 501 Public School District. The family loves to explore new places together — especially tropical locales boasting sandy beaches and cold drinks. Lisa has never met a dog she didn’t love, and her dream is to live in a tiny treehouse on a beach.
Chelsea Walter
Relationship Manager
Chelsea Walter
With over a decade of experience in the financial industry, Chelsea joined AEWM in March 2016 as a transition consultant. She enjoyed training offices on all things AEWM and assisted them as they transitioned their clients over. After two years, she then moved to compliance, where she spent a year on our onboarding team before becoming a compliance examiner in March 2019. Chelsea is looking forward to putting her knowledge and experience to work, so she can provide excellent customer service to all the advisors who partner with AEWM. Before joining AEWM, she worked in banking for nine years. Chelsea has passed her Series 7 exam and is currently studying for her Series 66.
Chelsea is a native of Topeka, Kansas, where she still lives. In her spare time, she loves to read and spend time with friends and 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?
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