Business Out of the Box
We get it. You dream of building a financial advising practice that reflects your unique personality and outlook on life. And your first instinct is to think you have to do it all yourself, from marketing and meetings to technology and transitions. Who has time to do all of that?
That's where we come in.
When you work with AE Wealth Management, you get an experienced and knowledgeable team dedicated to helping you build your business. And you also have access to our full range of services and expertise:
You also get advice and support from experienced professionals who understand the challenges of growing a financial practice. We work closely with you to build the business you want — which may look totally different than any other financial advising business out there.
Best of all, we assist with all the stuff behind the scenes, to help free up your time to focus on what’s most important for the future of your business. Now that’s thinking outside the box.
Meet Your AE Wealth Management Team
Kevin Thornton
Vice President of Wealth Management
Justin Kuhl
Director of Wealth
John Del-Zio
Director of Wealth
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.
Ben Sullivan
Bio coming soon!
John Del-Zio
John joined Advisors Excel in September of 2020 to help support and build out AE Financial Services. In July of 2022, he joined Team Thornton. John Del-Zio 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 and holds the Series 24, 7, 65, 63, and Kansas Life and Health License.
John’s success can be attributed to his unwavering focus on the client. 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 AE, have been married for 22 years and have four children. They moved their family to become part of the AE family from Southern California. John enjoys cooking, playing tennis, and hiking. He also volunteers at his church in Topeka.
Lisa Becker
Senior Relationship Manager
Chelsea Walter
Relationship Manager
Lisa Becker
Lisa began her career at AEWM in 2017 as a transition consultant and moved to Team Thornton as relationship manager 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 her Kansas life insurance license and 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 kids, Emma and Jacob. They love 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 with her husband and dog.
Chelsea Walter
With over a decade of experience in the financial industry, Chelsea joined AEWM in March of 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 of the advisors who partner with Team Thornton. 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, Chelsea loves to read and spend time with friends and family.
Our Strategic Relationships
Outsourced Chief Investment Officer
Third-Party Custodians
Technology Solution Providers
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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Our brochure shows you exactly what to expect from your dedicated AE Wealth Management team.
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Results from the use of strategies shared are no guarantee of your future success.
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