Advisors Excel Executive and Leadership Team

Greg Burton, the Chief of Staff To Chief Executive Officer at Advisors Excel, acts as a key liaison and strategic advisor, ensuring alignment with the CEO's vision. Burton supports the execution of critical initiatives and enhances operational effectiveness across the organization. This role involves coordinating efforts to strengthen the integrated platform that supports annuities, life insurance, Medicare supplements, and investments, thereby reinforcing the company's holistic service model. The Chief of Staff To Chief Executive Officer facilitates communication and drives strategic projects that contribute to the company's overall mission. Greg Burton's focus is on optimizing executive operations and ensuring the seamless delivery of comprehensive support to individual financial professionals nationwide.

Amy Klotz, the Chief Financial Officer at Advisors Excel, directs the company's financial strategy, planning, and management. Klotz oversees all fiscal operations, including budgeting, financial reporting, and investment analysis, ensuring the financial health and stability of the organization. This role is crucial for supporting the integrated platform that houses annuities, life insurance, Medicare supplements, and investments. The Chief Financial Officer's expertise guides strategic financial decisions, enabling Advisors Excel to expand its services and support individual financial professionals effectively. Amy Klotz's leadership ensures that financial resources are allocated optimally to foster growth and maintain the company's commitment to providing a comprehensive and holistic foundation for its clients across the United States.

Mike Miller, the Chief Operating Officer at Advisors Excel, orchestrates the day-to-day operational activities and drives process optimization across the organization. Miller's responsibilities encompass ensuring the seamless integration of services, including annuities, life insurance, Medicare supplements, and investments, onto the company's comprehensive platform. This involves refining workflows and enhancing operational scalability to meet the demands of individual financial professionals nationwide. The Chief Operating Officer plays a critical part in maintaining the high standards of service delivery that define Advisors Excel's holistic approach. By focusing on operational excellence, Mike Miller ensures that the company's infrastructure effectively supports its mission to provide a unified foundation for its clients, thereby strengthening its market presence and client satisfaction.

James Bowman, the President, Life at Advisors Excel, directs the strategic growth and operational oversight of the company's life insurance division. Bowman is responsible for developing and implementing strategies that enhance the life insurance products offered on the firm's comprehensive platform. This leadership ensures that individual financial professionals receive robust support and competitive offerings within the life insurance sector. The President, Life plays a pivotal role in expanding market share and driving innovation within this critical business segment. James Bowman's dedication to excellence supports Advisors Excel's mission of providing a holistic and integrated foundation, ensuring clients have access to superior life insurance solutions.

John Nowak, the President of Operational Edge at Advisors Excel, spearheads the development and execution of operational strategies designed to enhance service delivery. Nowak focuses on optimizing the processes that support the company's wide spectrum of services, including annuities, life insurance, Medicare supplements, and investments. This leadership ensures that the integrated platform functions with maximum efficiency and effectiveness for individual financial professionals. The President of Operational Edge drives initiatives aimed at streamlining operations and improving the overall client experience. John Nowak's commitment to operational excellence reinforces Advisors Excel's position as a provider of a comprehensive and holistic foundation for its partners.

Anthony Compton, the President, Annuity Marketing at Advisors Excel, leads the strategic marketing and sales initiatives for the company's annuity products. Compton is instrumental in developing and executing campaigns that drive engagement and growth within the annuity sector. This role ensures that financial professionals have access to effective marketing tools and resources to support their clients' needs. The President, Annuity Marketing plays a key part in expanding the reach and impact of Advisors Excel's annuity offerings on the integrated platform. Anthony Compton's expertise in marketing strategy strengthens the company's ability to provide a comprehensive and holistic foundation, solidifying its market leadership.

Gary Robertson, the President at Advisors Excel, provides overarching leadership and strategic direction for the entire organization. Robertson guides the company's mission to offer a holistic and integrated foundation, supporting individual financial professionals across a broad range of financial services. This includes overseeing the seamless operation of the platform for annuities, life insurance, Medicare supplements, and investments. The President ensures that all divisions work cohesively to deliver exceptional value and support to clients nationwide. Gary Robertson's leadership is fundamental to maintaining Advisors Excel's commitment to innovation, service excellence, and sustained growth within the financial services industry.

Jared Arnold, the Chief Information Officer at Advisors Excel, directs the strategic vision and execution of all information technology infrastructure. Arnold oversees the development and maintenance of the company's technological backbone, ensuring robust systems that support a wide spectrum of services for individual financial professionals. This leadership involves managing data security protocols and implementing innovative solutions that enhance operational efficiency across the integrated platform. Arnold's focus remains on leveraging technology to provide a seamless and secure experience for advisors utilizing the company's comprehensive services, including annuities, life insurance, Medicare supplements, and investments. The Chief Information Officer ensures that all technology initiatives align with the company's mission to deliver a holistic foundation, driving forward the digital capabilities that underpin Advisors Excel's market position.

Thad Halstead, the Chief of Staff at Advisors Excel, provides strategic support and drives key initiatives across the executive team. Halstead facilitates communication and alignment between departments, ensuring that the company's mission of providing a holistic and integrated foundation for financial professionals is consistently advanced. This role involves managing special projects and operational efficiencies that enhance the support for annuities, life insurance, Medicare supplements, and investments on the company's comprehensive platform. The Chief of Staff works closely with leadership to translate strategic objectives into actionable plans, thereby optimizing the delivery of services. Thad Halstead's contributions are vital to maintaining the cohesive operational framework that empowers individual financial professionals nationwide.

Ryan Fickel, the Chief Technology Officer & Chief Information Security Officer at Advisors Excel, leads the technological development and security architecture for the firm. Fickel is responsible for advancing the company's technology strategy, ensuring the robust and secure operation of its integrated platform that supports annuities, life insurance, Medicare supplements, and investments. This dual role emphasizes both innovation in technology solutions and the stringent protection of sensitive data. The Chief Technology Officer & Chief Information Security Officer ensures that Advisors Excel maintains a cutting-edge, secure environment, enabling financial professionals to operate with confidence. Ryan Fickel's leadership drives the technological infrastructure necessary for the company's holistic approach and its commitment to providing a comprehensive foundation.