accounting

"Looking under the hood" of our business

They analyze financial information and administer accounts payable


Amy Klotz
Chief Financial Officer

Amy Klotz

Chief Financial Officer

Hometown/State: Hoyt, KS

Family: Amy is married to Jason and they have two children - Brady and Samantha.

Job Duties/Responsibilities at Advisors Excel: Supervise and monitor the accounting department’s daily activities.

When asked what she likes most about working at Advisors Excel, this is what Amy had to say:
I like the feeling of working in a close, family atmosphere.

Get to know Amy

Matt Beier
Director of Employee Initiatives

Matt Beier

Director of Employee Initiatives

Hometown/State: Topeka, KS

Family:My wife, Libby, and two kids, Makayla and Walker

Job Duties/Responsibilities at Advisors Excel:
In short, to be an advocate for our people and help ensure we remain the best place to work in our industry and community. There are really two sides to my job, one side where I oversee the human resources function of the business and ensure we have appropriate policies in place, recruit and retain the best talent available and provide them with benefits that work for them and their families. Additionally, I evaluate our training needs and provide opportunities for professional and personal growth.
The other side of my job is to monitor our organizational culture and level of employee engagement. Advisors Excel is a great place to work for a lot of reasons and the challenge is to keep the feel of a small company as we grow bigger to better serve our advisors. In reality, the two sides really go hand in hand. Policies, benefits and training all have a huge impact on culture and engagement.

Do you have any hidden talents?
I like to cook, especially BBQ. Not sure I can call it a talent, you’d have to ask those who eat it.

Who or what inspires you? 
People who care more about others than themselves. It’s rare to see someone who takes more joy in providing an experience or serving someone in need than they do in benefiting their own wants and needs.

Favorite sports to watch or favorite sports team?

I love sports in general. I like to watch golf, college and NBA basketball, as well as Kansas City Royals baseball. My son and I are big Oklahoma City Thunder fans, and of course I support my Washburn Ichabods!

Get to know Matt

Amy Bahner
Director of HR

Amy Bahner

Director of Human Resources

Hometown/State: Silver Lake, KS

Family:Amy and her husband, Derek, are proud parents to their first child - daughter, Avery.    Amy grew up with her mom, dad and one older sister, Lori.  Between the two families, Amy and Derek have four nieces and three nephews.  Also part of the family is a Springer Spaniel named Daisy. 

Education and Experience: Amy graduated from Kansas State University with a Bachelor's degree in Education.  Amy went on to earn her Masters of Business Administration with an emphasis in Human Resource Management from Baker College.  Prior to joining Advisors Excel, she worked in Human Resources at Waddell & Reed in Kansas City for over 10 years. 

Job Duties/Responsibilities at Advisors Excel:
The main function of Amy’s role as Director of Human Resources is to design, organize and implement all HR policies and programs for the company.  This includes recruiting and retaining top talent, organizational development, policy development, employee relations, benefits administration, compensation, health & safety and employee engagement.  Her position is to be an advocate for the company and for the employees and to help make Advisors Excel a unique and exciting place to work! 

When asked what she likes most about working at Advisors Excel, this is what Amy had to say:
I love working for Advisors Excel for many different reasons!  The atmosphere is one of fun and excitement with an energy that I cannot describe.  Every employee at Advisors Excel strives to provide incredible experiences for our agents....and each of these individuals have come together as a family to make Advisors Excel what it is today.  I am so fortunate to be a part of this team; to witness incredible leadership form Derek, David & Cody and to help Advisors Excel continue to grow and succeed even further. 

Who or what inspires you?  
There are many things that inspire me....my parents, my husband, my child, my successes, my mistakes, my colleagues, my life experiences.....each of these have inspired me or continue to inspire me in some fashion in my life. 

If you were ice cream, what flavor would you be?   
Peanut Butter 'n Chocolate

If you could have one super power—what would it be and why? 

Time Travel - to go back and gain answers to things I wish I knew in the past and to know that everything will be OK for my family in the future. 

Get to know Amy

Ray Bahner
Controller

Ray Bahner

Controller

Hometown/State: Topeka, KS

Family: Ray is married to Shelly, they have 4 boys, Josh, Kevin, Austin and Nicholas, and 5 dogs.

Job Duties/Responsibilities at Advisors Excel:
Ray was hired in August, 2011 as the Controller in the Accounting Department.  His job responsibilities are track and report on the Profitability of Advisors Excel Programs and individual Agents and to assist with the daily accounting duties and Financial reporting.

When asked what he likes most about working at Advisors Excel, this is what Ray had to say:
I enjoy working for a fast paced, rapidly growing company where people enjoy coming to work and bring so much positive energy.  While Advisors Excel is a growing company, there is still a close family structure that cares about each employee and it’s Agents. It is truly and exciting place to work!

Stranded on a desert island, what five things (books/movies/music, etc.) do you take with you to stay entertained?
The Bible, Wood Carving kit, Fishing tackle, binoculars, book on survival, purely for entertainment of course.

If you were ice cream, what flavor would you be?
I don’t like ice cream.

What do you want to do when you retire?    
Restore vintage cars.

Get to know Ray

Adina Riis
Accounting

Adina Riis

Accounting

Hometown/State:
Topeka/KS

Family: Married to Raymond Riis.

Job Duties/Responsibilities at Advisors Excel:
Adina is currently finishing her degree in accounting and finance at the local university, so her role as an intern is to help out in the accounting department with whatever needs to be done. She began her work with Advisors Excel in new business and licensing, but feels accounting is by far the best position for her!  Adina's main focus is to learn as much as she can so when she obtains her degree, she can come on full time and provide our advisors with the exceptional service Advisors Excel has come to be known for.

Favorite sports to watch or favorite sports team?
Love KU sports, especially love watching KU basketball. ROCK CHALK!!!

When you were a kid, what did you want to be when you grew up?
A basketball player in the WNBA.

If you won the lottery, what would be the first thing you would buy?
I would pay off my house.

What is your favorite thing to do on your day off?
Play volleyball, take a walk on a nice day off, or maybe play a game of pool.

Get to know Adina

Kacy Foster
Accounting

Kacy Foster

Accounting

Hometown/State:
Plainville, KS

Family:
Husband Kennis and two daughters AaLeyah and Kaylyn.

Job Duties/Responsibilities at Advisors Excel.
Kacy’s job responsibilities include preparing marketing reimbursements, commission overrides, accounts payable, accounts receivable, etc.

When asked what she liked most about working at Advisors Excel, this is what Kacy had to say:
It’s just great to be a part of a team that works so hard and easily adapts to all the new challenges we face as this company continues to grow.

Complete this sentence: Happiness is…
Appreciating what you have

Where you named after anyone?
My grandpa, Kenneth Charles everyone called him KC.

When you were a kid, what did you want to be when you grew up?
What every girl wanted to be a princess.

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go?
My husband, around the US to see and do everything.

Get to know Adina

Diana Verble
Commissions

Diana Verble

Commissions

Hometown/State:
Topeka, KS

Family:
I have two wonderful children Cassie and Jacob, who keep me busy. We are also avid animal lovers and have 3 dogs and horses.

Job duties/responsibilities at Advisors Excel.
I’ve been with Advisors Excel since March 2007. I work in the finance department processing commissions. My primary duties are to track the overrides Advisors Excel receives from the carriers on paid business, calculate our marketer’s commissions, overrides and/or marketing reimbursements for our advisors per the instructions of their marketer’s on a monthly basis. I also track the premium received by our advisors for contest qualification purposes.

When asked what she liked most about working at Advisors Excel, this is what Diana had to say:
I love the atmosphere, energy, and excitement of being a part of building an amazing, dynamic company. Favorite part of my job is watching my paid commissions spreadsheet grow, each month it’s like this huge puzzle you get to put together.

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go?
My Mom, she is passed, however, I’d love to have more time with her just one on one she loved watching trees turn beautiful colors in the fall so probably through the Missouri to Massachusetts, etc. where ever she wanted!

Name one thing that not many people know about you.
I was FFA Sweetheart in high school and 1st runner up at state (LOL …. Long time ago)

Who would play you in a movie and why?
Jennifer Aniston. I like her acting, she’s also in her 40’s, independent, confident, and successful and she’s also gorgeous… what female wouldn’t mind all those qualities.

If you were ice cream, what flavor would you be?
Pistachio almond, (a little nutty… LOL)

Get to know Diana

Emme Billau
Commissions

Emme Billau

Commissions

Hometown/State: Topeka, KS

Family: Emme married her high school sweetheart and has two daughters.

Job duties/responsibilities at Advisors Excel.
Emme started working for Advisors Excel in May 2010 after graduating from Washburn University. She is responsible for entering paid annuity commissions into our system daily so that accurate reporting can be ran for our producers. She also processes A/P on a weekly basis.

When asked what she liked most about working at Advisors Excel, this is what Emme had to say: I love working for Advisors Excel because we are valued as individuals, which, in turn, makes us happy to come to work every day and do our best for our advisors. It’s great to be a part of such a great company.

Name one thing that not many people know about you.
I teach violin and piano lessons

If you could have one super power—what would it be and why?
Flying, because that would be awesome!

Complete this sentence: Happiness is…
a choice

Get to know Emme

Lynette Sewell
Commissions

Lynette Sewell

Commissions

Hometown/State: Topeka, KS

Family:As a native Kansan, Lynette grew up in central Kansas. She graduated from Haven High School, attended Hutchinson Community College then transferred to and graduated from Kansas State University. Her family moved to Topeka 18 years ago. She and her husband, Scott, have three children: Hollyann, Sean and Derek. They also have a dog named Astro and a cat named Comet.

Job duties/responsibilities at Advisors Excel.
As a Commission Associate, Lynette works with the finance team concentrating on life commissions.

When asked what he liked most about his job at Advisors Excel, this is what Lynette had to say: I love the positive atmosphere here and feel welcomed by everyone. It’s also great seeing all of the familiar faces! I look forward to being a part of the Life Team as it grows and am excited to be part of such a successful business!

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go? 
Hawaii with my Great Grandmother Jewell

If you could have one super power—what would it be and why?
I want to be Samantha from Bewitched!!

Do you collect anything, and what?
Measuring cups and snowmen

Get to know Lynette

Lori Downing
Tax Specialist

Lori Downing

Tax Specialist

Hometown/State: Stockton, IL

Family: Married to my husband Rob and we have a daughter, Allie, and a step-daughter, Hannah.

Job Duties/Responsibilities at Advisors Excel: My role with Advisors Excel includes preparing the tax workpapers for use in the annual preparation of tax returns, overseeing the filing of all tax returns upon receipt of documents from the outside CPA, preparing the 1099-MISC forms, filing appropriate forms with federal and state taxing authorities. I will also be reviewing all tax correspondence and following-up with taxing authorities..

If you won the lottery, what would be the first thing you would buy?
I would travel around the world.

Do you have any hidden talents?I can play the bassoon.

What is your favorite thing to do on your day off?On my day off I like to spend time with my husband and daughter, either going for walks, bike rides, or hanging out in the pool. I like to scrapbook, so I also try to fit that in whenever I have some free time.

Get to know Lori

Janda Myrick
Tax Specialist

Janda Myrick

Tax Specialist

Bio coming soon!

Get to know Janda

Alyssa Miller
Administrative Assistant

Alyssa Miller

Administrative Assistant

Hometown/State:
Auburn, KS

Family:
Alyssa grew up in Auburn, KS with her mom and dad.  She and her husband Kelly have two boys, Taegan and Cameron. 

Job Duties/Responsibilities at Advisors Excel:
Alyssa is the administrative assistant to both the CFO and the HR director. Her job duties change day to day depending on who has something for her to do that day.

When asked what she likes most about working at Advisors Excel, this is what Alyssa had to say:
I enjoy working at Advisors Excel because of the friendly work atmosphere.  They care about each and every one of us and everyone works as a team.  I am very excited about the opportunity to grow not only as a person but also with a wonderful company.

If you won the lottery, what would be the first thing you would buy? 
The first thing I would go buy would be more land.  We live out in the country and  land is getting very hard to come by. 

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go?
My Cousin Lori. Not sure where we would go but I know for sure we would have a good time as it is never a dull moment with her around.

Who or what inspires you?
My kids.  They make me want to get out of bed every day and make the most of it.    You never know what will happen tomorrow. 
Get to know Alyssa

Rene Imming
Accounting Administrative Assistant

Rene Imming

Accounting Administrative Assistant

Hometown/State:
Auburn, KS

Family:
Married to husband, John. We have 2 children, Grayson and Harrison and a Golden Retriever, Oliver 

Job Duties/Responsibilities at Advisors Excel:
Administrative assistant for CFO; Various accounting functions

If you won the lottery, what would be the first thing you would buy?
Probably a 4-door truck for my husband. He wants one really bad, but I’m afraid our next purchase is going to be a mini van.

Do you have any hidden talents?  
I play the acoustic guitar.

Were you named after anyone?
My mom’s best friend.

If you had a "theme song" that played whenever you walk into a room full of people, what would it be?
"Don’t Worry Be Happy" by Bobby McFerrin
Get to know Rene

Elizabeth Lenherr
Training Coordinator

Elizabeth Lenherr

Training Coordinator

Hometown/State:
St. Marys, KS

Family:
Beth grew up in the small town of St. Marys, Kanas with her parents and five siblings. She has ten nieces and nephews and a dog who fill her life with an abundance of joy!

Job Duties/Responsibilities at Advisors Excel:
As Training Coordinator, Elizabeth has primary responsibility for the Ultimate Employee Experience. This entails New Hire Orientation which welcomes new employees to the AE Team giving them a quick start review of the AE culture and employee essentials, and subsequent New Hire Training which provides AE’s newest Rockstars a complete understanding of the inner workings of the company and a broad tutorial of the FMO and financial services industry. Additionally, Elizabeth creates and implements ongoing employee Personal and Professional Development training to provide continued learning opportunities.

When asked what she likes most about working at Advisors Excel, this is what Beth had to say:
I enjoy working at Advisors Excel because of the optimistic work atmosphere.  There is an honest sense of camaraderie and teamwork and a genuine caring and compassion for one another—not only amongst employees but extending out to our producers as well. I am very excited about the potential that I have to grow as an employee with a company such as Advisors Excel.

Favorite sports to watch or favorite sports team? 
Winter or summer Olympics. Love it.

Who would play you in a movie and why? 
Kristen Wiig. Because she is hilarious and spunky.

If you had a "theme song" that played whenever you walk into a room full of people, what would it be? 

“Dancing Queen” Abba.

Get to know Elizabeth
accounting team
Taking care of the details at Advisors Excel



For financial professional use only – not intended for use by the general public.