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Amy Klotz

Chief Financial Officer

“Though we are a big company, we have been very conscious to not let our culture be that way. Family is very important to me, and I like the fact that that’s a big emphasis here as well.”

Amy supervises and monitors the accounting department’s daily activities and also oversees all of Advisors Excel’s real estate and facilities. After earning bachelor’s and master’s degrees from Washburn University, Amy worked at a local accounting firm before starting her own practice. When Advisors Excel started in 2005, Amy worked as the company’s accountant for five years before coming on full time in 2010.

Amy and her husband, Jason, live in Hoyt, Kansas, with their two children, Brady and Samantha.

Advisors Excel

Annuity Marketing
Life Marketing
iAdvisor

Headquarters

2950 SW McClure Rd
Topeka, KS 66614
866.363.9595
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