Advisors Excel Executive and Leadership Team

Greg Burton, the Chief of Staff To Chief Executive Officer at Advisors Excel, provides strategic support and manages key executive priorities. Overseeing critical projects and ensuring alignment with the CEO's vision, Burton facilitates the smooth execution of company-wide initiatives. This role involves coordinating communication, driving special projects, and enhancing the operational efficiency of the integrated platform supporting annuities, life insurance, and investments. By acting as a key advisor and facilitator, Greg Burton directly contributes to the strategic direction and operational success of Advisors Excel. The Chief of Staff To Chief Executive Officer's focus is on maximizing the effectiveness of executive leadership and advancing the company's core objectives.

Amy Klotz, the Chief Financial Officer at Advisors Excel, directs all financial planning, analysis, and reporting functions. Overseeing the fiscal health of the organization, Klotz ensures robust financial strategies align with the company's growth objectives. This leadership role involves managing budgets, optimizing resource allocation, and driving profitability across all service areas, including annuities, life insurance, and investments. By maintaining stringent financial controls and identifying key investment opportunities, Amy Klotz directly supports the integrated platform that empowers individual financial professionals. The Chief Financial Officer's oversight extends to risk management and compliance, safeguarding the company's assets and ensuring sustainable operations. Klotz's financial acumen is critical to the company's mission of providing a comprehensive support system.

Mike Miller, the Chief Operating Officer at Advisors Excel, directs the day-to-day operational activities and service delivery. Overseeing the execution of business processes, Miller ensures the efficient and effective functioning of the comprehensive platform that supports annuities, life insurance, and investments. This leadership role involves optimizing operational workflows, managing resources, and driving continuous improvement to enhance the support provided to individual financial professionals. By ensuring operational excellence, Mike Miller directly contributes to the seamless experience clients receive, reinforcing the company's commitment to a holistic and integrated foundation. The Chief Operating Officer's focus is on maintaining high standards of service and operational efficiency across all facets of the business.

James Bowman, the President, Life at Advisors Excel, directs the strategic growth and operational management of the life insurance division. Overseeing all aspects of the life insurance business, Bowman ensures the comprehensive support and integration of these products within the company's platform. This leadership role involves developing market strategies, managing product offerings, and driving sales performance to meet client needs. By focusing on the specific requirements of the life insurance sector, James Bowman directly contributes to the holistic foundation Advisors Excel provides to individual financial professionals. The President, Life's dedication is key to expanding market share and enhancing the value proposition for clients seeking life insurance solutions.

Anthony Compton, the President, Annuity Marketing at Advisors Excel, leads the strategic development and execution of annuity marketing initiatives. Overseeing all marketing efforts for annuity products, Compton ensures their effective positioning and promotion within the company's comprehensive platform. This critical role involves identifying market opportunities, developing targeted campaigns, and driving sales growth for annuity solutions. By focusing on the unique dynamics of the annuity market, Anthony Compton directly enhances the integrated support Advisors Excel offers to individual financial professionals. The President, Annuity Marketing's expertise is vital in expanding client reach and solidifying the company's position as a leading provider of annuity services.

John Nowak, the President of Operational Edge at Advisors Excel, spearheads the development and implementation of operational efficiencies. Overseeing the 'Operational Edge' initiative, Nowak drives process improvements and system enhancements to optimize service delivery. This leadership role involves streamlining workflows, integrating new technologies, and ensuring the seamless operation of the comprehensive platform supporting annuities, life insurance, and investments. By focusing on operational excellence, John Nowak directly contributes to the holistic and integrated foundation Advisors Excel provides to individual financial professionals. The President of Operational Edge's commitment is crucial for maintaining high standards of service and driving continuous improvement across the organization.

Jared Arnold, the Chief Information Officer at Advisors Excel, architects the company's technology infrastructure and digital strategy. Overseeing all IT operations, Arnold ensures the seamless integration and functionality of the comprehensive platform supporting annuities, life insurance, and investments. This critical role involves managing data security, implementing innovative technological solutions, and driving digital transformation to enhance the support provided to individual financial professionals. By optimizing system performance and ensuring data integrity, Jared Arnold directly contributes to the efficiency and reliability of Advisors Excel's services. The Chief Information Officer's focus remains on leveraging technology to streamline operations and deliver superior value, aligning with the company's mission to provide a holistic foundation for its clients.

David Franzke, the Chief Marketing Officer at Advisors Excel, drives the company's brand strategy and market outreach initiatives. Overseeing all marketing and communications efforts, Franzke ensures the effective promotion of the integrated platform that supports annuities, life insurance, and investments. This leadership position involves developing targeted campaigns, enhancing market presence, and communicating the unique value proposition to individual financial professionals nationwide. By analyzing market trends and customer needs, David Franzke shapes strategies that resonate with the target audience and foster strong client relationships. The Chief Marketing Officer's work is essential in articulating how Advisors Excel provides a holistic foundation, thereby expanding the company's reach and impact within the financial services sector.

Thad Halstead, the Chief of Staff at Advisors Excel, facilitates strategic initiatives and operational alignment across departments. Overseeing key projects and ensuring efficient communication flows, Halstead supports the executive team in executing the company's vision. This role involves coordinating cross-functional efforts, managing special assignments, and driving process improvements to enhance the integrated platform supporting annuities, life insurance, and investments. By acting as a key liaison, Thad Halstead ensures that strategic objectives are translated into actionable plans, directly contributing to the company's mission of providing comprehensive support to individual financial professionals. The Chief of Staff's focus is on optimizing organizational effectiveness and driving forward the company's core business functions.

Ryan Fickel, the Chief Technology Officer & Chief Information Security Officer at Advisors Excel, leads technology development and safeguards the company's digital assets. Overseeing both technological innovation and robust security protocols, Fickel ensures the integrity and protection of the integrated platform supporting annuities, life insurance, and investments. This dual role involves architecting scalable technology solutions and implementing comprehensive cybersecurity measures to protect sensitive data. By driving technological advancements and maintaining a secure operational environment, Ryan Fickel directly supports the company's mission to provide a reliable and secure foundation for individual financial professionals. The Chief Technology Officer & Chief Information Security Officer's expertise is crucial for maintaining client trust and operational resilience.