annuity marketing team

The Annuity Dream Team

Partner with the best of the best.


David Byers
President of Annuity Marketing
Get to know David

Matt Neuman Team
Matt Neuman. Melinda Neuman. Nate Miller.
Cory Swain. Matt Mong.

Get to know Matt's team

Damon Thompson Team
Brian Clark. Damon Thompson.
Josh Whitehead. Dani Schmidt.

Get to know Damon's team

Shawn Sparks Team
Shawn Sparks. Josh Gentry. Kelli Kenney.
Dallas Johnson. Phil Blosser

Get to know Shawn's Team

Shannon Kruger Team
Kyle Kruger. Jason Lueger.
Shannon Kruger. Sarah Thomann.

Get to know Shannon's team

Brad Johnson Team
Levi Wedel. Brad Johnson.
Brady Lamar. Shannah Sumner.

Get to know Brad's team

Brad Lindstrom Team
Brad Lindstrom. Sam Wempe.
Jay Dodder. Jammie Serrano. John Cronister

Get to know Brad's team

Jake Klima Team
Jake Klima. Cody Meeks.
Mark Bigler. Drew Hanson.

Get to know Jake's team

Jason Ross Team
Chelsea Ray. Jason Ross.
Get to know Jason's team

Aaron Bachelor Team
Chelsea Ray. Aaron Bachelor.
Get to know Aaron

Zac Zager Team
Zac Zager.
Get to know Zac

Stan Schroeder
Stan Schroeder. Victoria Teal.
Get to know Stan's Team

Dan Couture
External Coach

Dan Couture

External Coach

Hometown/State:
Littleton, CO

Family: Married 23 years/Wife Lori- 6 children (all boys) Cortlin 22, Nate 20, Brett & Brady 18, Jonah 16 & Chandler 14.

If you won the lottery, what would be the first thing you would buy?
Several big, fat annuities!

What is your favorite thing to do on your day off?
Camping in the Rocky Mountains with my boys.

Who or what inspires you?
My youngest son Chandler who was born with Spina Bifida who has overcome pretty much every physical obstacle life has thrown at him.

Get to know Dan

Heather Hurla
Administrative Assistant

Heather Hurla

Administrative Assistant

Hometown/State:
Huntington Beach, Calif. & Alma, Kan.

Family: My husband, Justin, and I have been married 13 years. We have two boys, Caden (12) and Jaxon (9). We live in Paxico.

If you won the lottery, what would be the first thing you would buy?
I would buy plane tickets and make reservations at the Four Seasons resort in Bora Bora for our family.

Name one thing that not many people know about you.
I am a germaphobe.

What is your favorite thing to do on your day off?
I love to stay in my pajamas all day.

Get to know Heather

Rose Abrahams
Annuity Marketing Project Manager

Rose Abrahams

Annuity Marketing Project Manager

Hometown/State:
Silver Lake, Kan.

Family: Rose lives with her husband, Brad, two “bonus” kids, Brady and Brandi, plus two dogs and a cat.

Job Duties/Responsibilities at Advisors Excel:
In this new position, Rose will be responsible for gathering, creating, implementing and communicating ideas generated by the Annuity Marketing department.

If you won the lottery, what would be the first thing you would buy?
The Helping Hands Humane Society and give all those animals the best care and shelter they deserve.

Who or what inspires you?
Eleanor Roosevelt. She was not a typical woman back in the day. She made herself heard and was not afraid of the challenges that women had then. She was a strong, independent and willful woman who I respect and admire very much.

Name one thing that not many people know about you.
I love to hunt!!

When you were a kid, what did you want to be when you grew up?
A veterinarian.

If you could have one super power — what would it be and why?
Premonitions — it would be so cool to see what would happen before it happens!

Get to know Rose

Case Design

Your Product Ninjas


John Imming
Case Design Manager

John Imming

Case Design Manager

Hometown/State: Topeka, KS

Background:
Series 7, 24 and 66 licenses. BBA in Finance and Strategic Management, AAS Fire Science. I have been a Securities Trader, Personal Banker, High School Girls Basketball and Tennis and Boys Tennis Coach, Substitute Teacher, Wildland Firefighter, Ice Cream Tech at Maggie Moos, Go-Kart Attendant at West Ridge Lanes, Cashier at Dicks Sporting Goods, Youth Sports Program Manager, Sales Associate at JC Penney…Hmmm I think that is it.

Family:
Married to Rene with 1 son, Grayson and a Golden Retriever, Oliver. 12 nieces and nephews.

Favorite part of your job/what you like most about working at AE:
I like the people at AE.

If you won the lottery, what would be the first thing you would buy?
Flowers for my wife

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go?
Thomas Jefferson, following Lewis and Clark’s path to the Pacific. Sacajawea could tag along too.

Name one thing that not many people know about you.
I used to fight forest fires to pay my way through college and have been on fires in every state north, south, and west of Kansas, except Alaska and Hawaii.

Stranded on a desert island, what five things (books/movies/music, etc.) do you take with you to stay entertained?
Personal Watercraft, ATV, iPod – not an iPhone, with a waterproof pouch, Shovels and Turret Buckets to make sand castles, Maybe one of those big water tricycles

If you could have one super power—what would it be and why?
Definitely flying to avoid traffic and it would just be cool.

Get to know John

Cory McPherson
Case Design Consultant

Cory McPherson

Case Design Consultant

Hometown/State: Grantville, Kansas

Family:
Cory grew up with his mom, dad, brother and sister in the small town of Grantville. His older brother currently resides in Topeka, Kansas where he does demolition. Cory’s younger sister is currently attending Washburn University and is set to graduate in a year.

Job Duties/Responsibilities at Advisors Excel:
Cory is a Case Design Analyst, and he assists advisors with their clients’ financial plans. He also provides product knowledge and works to eliminate advisor and client confusion.

When asked what he liked best about  working at Advisors Excel, this is what Cory had to say: “The people I’m surrounded by are hard-working and motivated, and I enjoy working in a team environment. It is an exciting time here at Advisors Excel, and I’m proud that I can be a part of it.”

Name one thing that not many people know about you.
My family has a herd of buffalo, and I love eating buffalo burgers.

Who would play you in a movie and why?
Rob McElhenney (“Mac” from It’s Always Sunny), I feel like he already does a good job of playing me on his show. I was also him for Halloween 2 years in a row in college

If you had a "theme song" that played whenever you walk into a room full of people, what would it be?
“Livin’ on a Prayer” –Bon Jovi

When you were a kid, what did you want to be when you grew up?
A karate master

Get to know Cory

Josh Jackson
Case Design Consultant

Josh Jackson

Case Design Manager

Hometown/State: Norton, KS

Family:
Josh has a relatively small family consisting of his mom (Deb), dad (Jim) and older brother (Jeff). His parents live in Norton, KS, and his brother lives in Colorado.

Job Duties/Responsibilities at Advisors Excel:
Josh is a Case Design Analyst at Advisors Excel. He works with our advisors as a resource to help them turn raw client data into clear, concise and easy-to-use illustrations that create solutions for each of their clients’ individual financial goals.

When asked what he liked best about  working at Advisors Excel, this is what Josh had to say:
“The chance to come work for Advisors Excel is a fantastic opportunity. The tight knit mentality and hardworking attitude of our company’s leadership and employees makes for a working environment second to none. Striving to provide excellent service to all of our advisors in every way makes Advisors Excel a very exciting place to work.”

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go?
The guy from the Dos Equis commercials. Based off the shenanigans from those commercials, our trip would be epic!

Who would play you in a movie and why?

Liam Neeson.  Have you seen those “Taken” movies?

Favorite sports to watch or favorite sports team?
Born and  raised a Nebraska Cornhuskers fan, GO BIG RED

What is your favorite thing to do on your day off?
Hunting, fishing, golfing, boating, just the outdoors in general

Get to know Josh

Scott Vande Velde
Case Design Consultant

Scott Vande Velde

Case Design Manager

Hometown/State: Silver Lake, Kansas

Family:Scott and his wife, Lori, both grew up in Silver Lake. Lori is a second grade teacher in the Silver Lake school district. They are the proud parents of three wonderful children: one daughter, Lyndsey, and two sons, Dylan and Kaden.

Job Duties/Responsibilities at Advisors Excel:
Scott's primary responsibility in Case Design is to assist producers in developing a plan to maximize each client’s assets to achieve their unique financial goals in a logical and succinct way.

When asked what he likes most about working at Advisors Excel, this is what Scott had to say:
I feel very fortunate to be in the position I am in. A couple of years ago I decided to make a life-changing decision and go back to school to finish my degree. I also decided I needed a career change that would coincide with the business classes I was taking. I have been given an opportunity to work for an exciting team-oriented company. Advisors Excel allows me to learn and grow every day, surrounded by co-workers and managers who really care about each other. If I had to describe Advisors Excel with one word, it would be "family."

Stranded on a desert island, what five things (books/movies/music, etc.) do you take with you to stay entertained?
iPhone, computer, TV, Lord of the Rings Trilogy movies, ATV

Something you want to learn this year?
Can the Royals actually make the playoffs?

Who would play you in a movie and why?
Ben Stiller because he has a very dry sarcastic humor as some might say that I do.

If you had a "theme song" that played whenever you walk into a room full of people, what would it be? 
Loverboy ---Lovin’ Every Minute Of  It

Get to know Scott

Spenser Scott
Case Design Consultant

Spenser Scott

Case Design Manager

Hometown/State: Topeka, KS

Family Information:
Wife- Malori Scott

Job Duties/Responsibilities at Advisors Excel:
Assist producers in developing a plan to maximize each client’s assets to achieve their unique financial goals in a logical and succinct way.

If you won the lottery, what would be the first thing you would buy?
I would replace my beat up car.

What is your favorite thing to do on your day off?
Golf

What was your first paying job?
Little League Baseball Umpire
Get to know Spenser

Caleb Malone
Case Design Consultant

Caleb Malone

Agent Service Representative

Background: Previously, Caleb worked for two years at the Department of Veteran’s Affairs in Customer Service. Before that, he worked 5 yrs at the Target distribution center. For the first four years he worked as a warehouse worker and the last year as a clerical for the Inbound department where he managed the daily tasks. Caleb received his Bachelor’s in Business Admin from Baker University.

Hometown/State: Topeka, Ks

Family Information: Youngest of 4 children. I have two sisters and 1 brother. Married to my wife Katie and we have two children, Maddox-4 and Reese-8 months and a very hyper American Bulldog, Harley.

When asked what he liked most about working at Advisors Excel, this is what Caleb had to say:
I really enjoy interacting with all of the agent’s and their staff. It is interesting getting to talk to so many different people each and every day. I also really like the AE atmosphere. Here, Cody, David and Derek along with all of the other staff members really make you feel valued and an important part of the AE family. Everyone is very nice and it is a pleasure coming to work each and every day having such a fun and friendly atmosphere.

Do you have any hidden talents?
Yes but they wouldn’t be hidden if I told them.

What is your favorite thing to do on your day off?
I have a lot of hobbies depending on the time of year. I prefer to golf, hunt, fish and/or spend time with my family.

Get to know Caleb

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