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
Ryan Vande Velde, AIF®
VP of Wealth Management
Ryan Vande Velde, AIF®
Ryan has been with Advisors Excel for 13 years and brings more than a decade of financial services experience to his role with AE Wealth Management. He earned his Bachelor of Science from Washburn University in Topeka, Kansas. He has completed the CIMA Education Program through the Chicago Booth University of Business and has passed his Series 65 exam.
Ryan loves the opportunity to guide advisors through the daily challenges of running their business. The most rewarding part of his job is getting to know advisors on a personal level.
Ryan lives in Rossville, Kansas, with his wife, Terri, who works on the AE Life Team, and their three kids, Lane, Kason, and Rylee. Outside of work, he enjoys any outdoor activity, especially hunting.
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, will be celebrating their 25th wedding anniversary this year 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.
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.
Kim Cherry
Relationship Manager
Kim Cherry
Kim has worked in several positions since joining AE Wealth Management in 2019. She started on the Operations team as an Advisor Service Rep, then quickly moved into a Team Lead role in 2021.
In 2023, Kim moved to the Advisors Excel Creative Department, working as a Digital Account Manager. The role gave her the opportunity to learn the ins and outs of digital marketing and how advisors can use it to build and grow their businesses. She rejoined AE Wealth in early 2024 as a Relationship Manager.
Kim previously worked in the banking industry, and she currently holds her Series 7 and 66 licenses. Sports take up a lot of her time outside of work, whether she’s playing softball or volleyball or watching her kids play. You can frequently find her reading or napping during her family’s rare downtime.
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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