operations

Operations Hot Shots

A vital group supporting our clients and our business


Mike Miller
Chief Operating Officer

Mike Miller

Chief Operating Officer

Family: Mike is married to Denise, his college sweetheart, and they have three beautiful daughters. Lauren just graduated from The University of Kansas and is planning to pursue a nursing degree. Hayley is scheduled to graduate from Kansas State University in May 2015 and plans to pursue a master’s degree in biology. Anna is a senior in high school with plans to enter Kansas State next year in the elementary education program.

Job Duties/Responsibilities at Advisors Excel:
Mike’s key role is to develop world-class operations and technology in support of our advisors. Mike’s team employs proven methods to accelerate time to issue and time to pay incoming new business and provide any pre- or post-sale service required. Additionally, the team focuses on using innovative technology both internally and externally to assist producers in servicing clients and growing their business.

Education:
Mike has a degree in finance and business administration from Kansas State University.

Name one thing that not many people know about you.
I enjoy cooking. I have traveled extensively throughout my career, and I like to take different flavors and methods from other cultures and merge them with American cuisine.

Favorite sports to watch or favorite sports team?
I am a huge college football fan. I was a student at Kansas State during the greatest turnaround in college football history and have been hooked since then. Of course my team is the Kansas State Wildcats.

What was your first paying job?
I spent my summers during school working in the hay fields.

Get to know Mike

John Nowak
Director of Annuity Operations

John Nowak

Director of Annuity Operations

Family: John is maried to his wife, Christi whom he met while attending Kansas State University. John has a younger sister who lives with her husband and new baby girl in Kansas City, and his mother and stepfather live in Cherryvale, KS.

Job Duties/Responsibilities at Advisors Excel:
John’s goal is to assist with product and industry information to help maximize his advisors' potential as successful fniancial professionals. He is driven to bring new ideas and innovative programs to integrate into his advisors’ business plans to keep his agents current with this ever-changing industry. John wants hard working advisors to rely on him for the best possible service to help push their business to the next level.

When asked what he liked most about working at Advisors Excel, this is what John had to say:
As an employee of Advisors Excel, I have enjoyed getting back to a personal relationship with agents and their staff. It is a family atmosphere, and we work hard to make our partnerships with agents successful and to build long-term relationships with them.

Education:
John graduated with a BBA from Baker University.

Message to Advisors:
I believe hard work is rewarded when you inspire others to work hard. At Advisors Excel, I am inspired to work as hard as I can to ensure our advisors are as successful as they want to be. We are dedicated to our advisors and have the tools to give them the best opportunity to achieve their professional goals and fulfill their personal aspirations. I want our advisors to know I will work hard for them so we succeed as a team and build on our partnerships with every opportunity.

If you won the lottery, what would be the first thing you would buy?
I would pay off my Mom’s farm then buy Allen Field House and fill it with sand.

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go?
Johnny Cash – Please see lyrics to “I’ve Been Everywhere”

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

I wish I had the power to reach in my pocket and pull out the exact amount of money I need at all times. So I could change the world for the better...and so I could buy a helicopter.

Get to know John

Keri Graf
Annuity Ops Assistant

Keri Graf

Annuity Operations Assistant

Hometown/State:Topeka, Kansas

Family:Keri is married to Devin Graf from St. Mary’s, KS. Their two kids, Jake and Jenna, keep busy with year-round soccer, baseball, basketball.    

Job Duties/Responsibilities at Advisors Excel:  
As a receptionist, Keri’s duties include answering incoming phone calls, receiving incoming mail, preparing outgoing mail and greeting each and every customer with a positive and cheerful attitude.

When asked what she liked most about her job at Advisors Excel, this is what Keri had to say: The energy at Advisors Excel is like no other. I love working here because everyone works as a team. This is a very motivated and amazing group of people. I enjoy the opportunity to learn something new and the possibilities here are endless. I feel very blessed to be part of this family.

If you won the lottery, what would be the first thing you would buy?
A boat (pontoon and ski boat) – I love being around water.

Name one thing that not many people know about you.
Deathly scared of all snakes and when I was in College I won a Chili cook-off by using all the different brands of Chili in a store and adding my own tomatoes. LOL

Who would play you in a movie and why?
I would like to play any actress in an old John Wayne western classic.

Get to know Keri

Rachel Deiter
Director of Agent Services

Rachel Deiter

Director of Enhanced Agent Services

Hometown/State: St. Marys, KS

Family: Rachel is married to her husband, Greg, and they have three children: Dane, Grace, and Josh.

Job Duties/Responsibilities at Advisors Excel:Rachel’s primary responsibility at Advisors Excel is to provide outstanding customer service to all of our agents, agent assistants and their office personnel. She handles requests for processing assistance, follow-up support, problem resolution and anything else an agent may need assistance with. In addition, Rachel assists our internal processing team by providing guidance and training on our new business processes. She truly believes our New Business team is the best in the industry, providing full service to our agents, from the point the application is received in our office until it is issued and paid.

When asked what he liked most about working at Advisors Excel, this is what Rachel had to say:
Working at Advisors Excel is the most rewarding experience. The people I get to interact with daily are absolutely amazing.  Cody, Derek, and David are the most hard working individuals I have ever met or worked with. They all share a common goal to help our advisors be the BEST they can be and that transcends throughout our organization. I feel a part of the “family” here, with my co-workers and the advisors I work with daily. Advisors Excel is a very special place to be a part of.

Who or what inspires you? 
My grandfather has always been an inspiration to me.  He created and grew his own very successful company and it is still going today under the direction of two of his sons, even after his passing.  He lived through many challenges and obstacles; however, always kept his head high and never complained.

Favorite sports to watch or favorite sports team?
 I love pretty much all sports, with my favorite being college basketball.  I am loyal to the Kansas Jayhawks; however, to keep peace with my husband, I have learned to like the Kansas State Wildcats as well (of course, except for when they play the Jayhawks).

What was your first paying job?
Grocery store clerk

Get to know Rachel

Kim Hafenstine
SR Op Relationship Manager

Kim Hafenstine

Senior Operations Relationship Manager

Hometown/State: St. Marys, KS

Family: Kim is married to her husband, Danny, and they have two children - Jack and Harper. They also have two dogs - Jake the Jack Russell and Maddie the lab.

Job duties/responsibilities at Advisors Excel:
Kim is one of the team leads in Annuity New Business and has been with Advisors Excel since March of 2007. Prior to joining AE, she held a simlar role for another FMO for 4 years. Her primary responsibility at Advisors Excel is to provide outstanding customer service to all of our agents and their staff. She helps them with questions on applications, follows up on business, commissions, transfers/rollovers, problem resolution and any other assistance that producers may need on new business. She also helps our internal team in training and questions with processing.  

When asked what she likes most about working at Advisors Excel, this is what Kim had to say: When I first started with Advisors Excel, we had 15 employees. In the four years, we have grown to over 85 employees, but it still feels like a small family. I feel I can still go talk to our owners anytime I need to - they always let me know how important I am to my team and this company. I work with so many great people and I love coming to work every day.

Get to know Kim

Sarah Moreland
Annuity Relationship Mgr

Sarah Moreland

Annuity Operations Relationship Manager

Hometown/State:Hutchinson, KS

Family: Sarah was raised by both parents in Hutchinson along with a twin brother. She now lives in Topeka with her husband, Kyle, and their beagle, Mona.

Job Duties/Responsibilities at Advisors Excel:
Sarah is a New Business Consultant for Advisors Excel. Her job responsibilities include the review process of the applications sent in by agents to ensure that all the information is correct before they reach the insurance companies. Working efficiently to communicate with our advisors is all part of the daily tasks. This process helps to guarantee that policies will be issued in a timely manner and not declined.

When asked what she likes most about working at Advisors Excel, this is what Sarah had to say:
I enjoy the positive atmosphere and motivation of the staff at Advisors Excel. Each day brings a new opportunity and challenge. I am honored to be part of a great and growing team.

Who or what inspires you?
Those who have managed to overcome battles in life, and are even stronger.

What do you want to do when you retire?
Garden and bake every day!

Something you want to learn this year?
I played the trombone as a kid, and I’d like to pick this up again.

Get to know Sarah

Bethany Dix
Annuity Relationship Manager

Bethany Dix

Annuity Relationship Manager

Hometown/State: Stockton, Kansas

Family: Bethany’s parents are Mark and Gina. Her dad is a lifelong farmer, and her mom is a career educator. She has an older brother, Gabe, who is a John Deere service technician. She also has a younger sister, Alaina, who is currently a student. Their family pet, Eva, a gunslingin’ cattle dog.

Job Duties/Responsibilities at Advisors Excel: It’s my job to foster our relationships and act as a liaison between our agents/agent staff and carriers. I specialize in new business issue resolution regarding problematic or unique cases. My goal is to speed up the process of getting the agent’s business issued. It’s also my responsibility to train our processors and research/answer questions from our staff and the agents.

When asked what she liked most about working at Advisors Excel, this is what Bethany had to say:
The Advisors Excel team is composed of motivated and knowledgeable employees. It is a privilege to work with such a talented group of individuals. The management team lets employees know their hard work and accomplishments are valued. I’m excited to be part of a forward moving organization with so much potential!

Name one thing that not many people know about you. 
I’m a little bit of a germaphobe…

Something you want to learn this year?  
How to rock climb

Stranded on a desert island, what five things (books/movies/music, etc.) do you take with you to stay entertained?   
iPod, books, running shoes, friends, supplies to do pinterest projects

Get to know Bethany

Jada Heiman
Quality Analyst

Jada Heiman

Quality Analyst

Hometown/State: Baileyville, KS

Family: Jada grew up with her mom and dad, and she is the oldest of five siblings. She has twin sisters (just 11 months younger than her), and two brothers. She also has eight nieces and nephews. Lastly, Jada owns a 10 year-old playful Boxer named Peanut.

Job Duties/Responsibilities at Advisors Excel:
The Quality Analyst is responsible for performing quality audits, assisting in the development and presentation of various trainings, and assisting in special assignments.

When he was asked what she likes most about working at Advisors Excel, this is what Jada had to say:
I love working for Advisors Excel and truly enjoy helping the agents in any way I can. It is quite satisfying to hear from the agents how the team at Advisors Excel has helped grown their business.

Get to know Jada

Allison Devader
Business Analyst

Allison Devader

Annuity Relationship Mgr

Hometown/State: St Marys, KS

Family: Allison grew up with her mom and dad, Robert & Trina, and her younger brother, Ethan. She also has three dogs, Emmy, Tessa, and Jaxson! She graduated from Washburn University in May 2011 with a Bachelor’s degree in Marketing and Management.

Job Duties/Responsibilities at Advisors Excel:
My primary responsibility at AE is to provide the ultimate client experience to our advisors and their staff by building and maintaining relationships between the agent’s office, the carriers, and our internal personnel. I work closely with the marketing and leadership team to ensure the efficiency of each area of our new business department including answering phone calls, processing new applications, follow-ups, and service work, and assisting with special products or escalated issues.

When asked what she likes most about working at Advisors Excel, this is what Allison had to say:
I love working at Advisors Excel because of the energetic atmosphere and the amazing group of people. The entire team at Advisors Excel is dedicated to providing superior service and our hard work is rewarded on a daily basis. Our innovativeness, creativity, and the ability to create lasting relationships is what sets us apart from everyone else in the industry.

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go?
Blake Shelton – amazing voice and a great sense of humor. If we took a road trip though, we may never come home!

What do you want to do when you retire?
Travel, spoil my family, and play BINGO!  

Do you collect anything, and what?
Koozies! Whenever I travel I always try to find cool koozies at bars and/or restaurants.

Get to know Allison

Tamra Scheid
Executive Assistant

Tamra Scheid

Executive Assistant

Hometown/State: Silver Lake, KS

Family:Tamra grew up with her mom, dad and 2 younger sisters in Silver Lake. She has three nieces and three nephews that live within an hour of each other so we get together as much as possible.  She and her husband live in Topeka and have 2 kids:  a daughter, Peyton and a son Gentry. 

Job Duties/responsibilities at Advisors Excel:Tamra is the Executive Assistant to the three Founders of Advisors Excel.  Her responsibilities are to organize and maintain the Founders' calendars, and assist them in their  everyday tasks.  The Founders are very busy and her job is to keep their focus on providing the BEST service to our advisors. 

When asked what she liked most about her job at Advisors Excel, this is what Tamara had to say:
I’ve only been with Advisors Excel since August of 2011; however I feel my experience has been an A+.  I very much enjoy the team oriented atmosphere, as everyone’s willingness to work together to witness our clients succeed, is very powerful!  The energy of my co-workers makes it easy to come to work every day and I love being a part of this DYNAMIC team!!!

Name one thing that not many people know about you.. 
I got two speeding tickets in one night, actually in 20 minutes when I was in high school.  I was in SO much trouble.

What was your first paying job? 
Other than babysitting, my first paying job was a waitress at Sirloin Stockade in high school.

What is your favorite thing to do on your day off? 
Depends on the day…if it’s with my family we love to play games, go on a walk, go to the zoo and art lab.  If it’s just me it would be cleaning house, getting groceries with no kids, working out and making a nice dinner…something fancy like spaghetti vs. mac n cheese. 

Get to know Tamra

Receptionists


Robin Boudreau
Lead Receptionist

Robin Boudreau

Lead Receptionist

Hometown/State: Tecumseh, Kan.

Family Information:
Robin lives with her husband, Rocky, of 26 years. She has two sons, RJ, who passed away in 2012 at age 22, and Britten, who will turn 29 in June.

Job Duties/Responsibilities at Advisors Excel:
In her role, Robin assists the AE producers in any manner possible, whether it’s responding to an inquiry or searching out the best answer from a variety of sources. Her job is to make the AE experience a stellar one for the clients.

If you won the lottery, what would be the first thing you would buy?
Food and clothing for a banquet at Hi-Crest Community Center for the families that are struggling.

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go?
I would choose my son, RJ, and we would travel to every beach from coast to coast.

Who or what inspires you?
Job and his incredible faith in God.

Get to know Robin

Nicole Frehe
Receptionist

Nicole Frehe

Receptionist

Bio Coming Soon!

Get to know Nicole

Tricia Deedrick
Receptionist

Tricia Deedrick

Receptionist

Hometown/State: Topeka, Kansas

Family:I have been married to my husband Phil for 25 years. Phil is employed at Hills Pet Foods We have two children, Cory and Morgan. Cory is 24 and Morgan is 14. In September 2014, our son Cory will be getting married to Whitney. Our daughter Morgan is a freshman at Seaman High School

Job Duties/Responsibilities at Advisors Excel:
Answering phones, greeting customers as they come in.

If you won the lottery, what would be the first thing you would buy?
I would pay off all my bills and buy a house in Chandler Arizona.

Where you named after anyone?

My Aunt. Her name is Patricia

Get to know Tricia

Maris Rogers
Receptionist

Maris Rogers

Receptionist

Hometown/State: Topeka, Kan.

Job Duties/Responsibilities at Advisors Excel: In her role, Maris is responsible for handling incoming calls in a fast-paced environment and managing a complex computer system while designating calls to the proper department. She is also responsible for receiving mail, preparing outgoing mail, and greeting clients and visitors with professionalism and a smile.

When you were a kid, what did you want to be when you grew up?
I wanted to do anything that had to do with horses, even if it involved scooping manure. I still love horses, but would rather not mess with the manure part!

What is your favorite thing to do on your day off?
Depends on the season. In the summer it would be spending all day on the lake boating, floating and drinking. In the winter, hanging out by the fireplace.

Were you named after anyone?
My name is Maris Rogers and people always think I’m named after the Yankee baseball player, Roger Maris, but I’m not. My parents are not big baseball fans and were unaware of this until someone brought it to their attention!

Get to know Maris

Yolanda Torrez
Receptionist

Yolanda Torrez

Receptionist

Hometown/State: Topeka, KS

Family Information: I'm the youngest of 8 children, Ernestine, Evelyn, John, Michaela, Mike, Stella & Richard. I have 3 sons Angelo (Carmen), Theo (Ashley) & Daniel & 7 GrandChildren.

Job Duties/Responsibilities at Advisors Excel: Handle incoming calls in a fast-paced environment and manage a complex system while designating calls to the proper department. Greeting clients aand visitors with professionalism and a smile

Name one thing that not many people know about you.
When I worked for Harrah's Casino, I was a finalist for the Company-Wide Chairman's Award in the category of Community Service.

What is your favorite thing to do on your day off?
I like to try & go visit family that I havn't seen in a while, or do some volunteer work, or clean house.

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

Get to know Yolanda

Sarah Burns
Receptionist

Sarah Burns

Receptionist

Hometown/State: Topeka, KS

Family Information: I have 3 brothers, Robert, Michael and John. My parents live in Topeka.

Job Duties/Responsibilities at Advisors Excel: In her role, Sarah is responsible for handling incoming calls in a fast-paced environment and managing a complex computer system while designating calls to the proper department. She is also responsible for receiving mail, preparing outgoing mail, and greeting clients and visitors with professionalism and a smile.

If you won the lottery, what would be the first thing you would buy?
I’ve always wanted to travel, so I would probably buy plane tickets to Europe!

What is your favorite thing to do on your day off?
I love to curl up with a good book and a cup of coffee or spend time playing music on my piano, guitar, or ukulele.

What did you want to be when you were growing up?
I initially wanted to be a ballerina or a figure skater (Kristi Yamaguchi was the coolest).

If you were ice cream, what flavor would you be?
Mint chocolate chip!

Get to know Sarah

Chelsea Gentry
Receptionist

Chelsea Gentry

Receptionist

Hometown/State: Lindsborg, KS

Family Information: I am married to Colton Gentry and have a very big Swedish family!

Job Duties/Responsibilities at Advisors Excel: Answering calls, being the first face people see, packing and shipping various things.

Name one thing that not many people know about you.
I have family that lives in Sweden, and I am also friends with members of a pop group there.

If you were ice cream, what flavor would you be?
Chocolate Chip Cookie Dough

Who would play you in a movie and why?
Emma Stone. People say we look and act alike.

Something you want to learn this year?
What in the world the security side of the business does. And also how to make my own skirts. Being tall is hard sometimes.

Get to know Sarah

Contract & Licensing


Lisa Schmidtlein
Contracting & Licensing Lead

Lisa Schmidtlein

Lead Licensing & Contracting Consultant

Hometown/State: Topeka, Kan.

Family: Lisa is married to her husband of 10 years, Ben Schmidtlein and they have four “amazing” children, Addison, Jax, Penley, and Paxton.

Job Duties/Responsibilities at Advisors Excel:
Lisa is an Annuity Operations Consultant and is responsible for processing applications.

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go?
I would choose to go with my mother. She passed away a couple years ago and I would love to have one last trip with her. To maximize the time of the trip, of course, I would travel to every state.

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

I love spending time with my family. My husband and I both come from big families so we will find any excuse for our own little family to meet up with other family members, which isn’t too difficult seeing as there is usually a birthday party or wedding every other weekend.


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

I would want to be able to stop time and do things while the world was frozen in time. That way I could do the boring things in life without missing anything. There is never enough time and it always goes too fast!

Get to know Lisa

Brooke DeVader
Contracting & Licensing

Brooke DeVader

Contract & Licensing Consultant

Hometown/State: Emmett, Kansas

Family: Brooke’s family consists of her parents, Marvin DeVader and Cindy Duvall, one brother, Jake, and one sister, Jessica. Brooke’s sister and brother-in-law, Jose, have 3 beautiful children - Xavier, Mia and Tavin.

Job Duties/Responsibilities at Advisors Excel:  
I am a contracting/licensing consultant and have been with Advisors Excel for 3 years. My role involves contracting agents with the various insurance carriers and keeping them updated with the ever changing licensing requirements. We are the first New Business relationship the Advisors develop when coming on board with Advisors Excel.

When we asked Brooke what she liked most about working at Advisors Excel, this is what she had to say:  
Advisors Excel is an amazing company to work for because of the people I get to work with at our corporate office. Everyone is excited to come to work every day, and the atmosphere is always positive so it would be nearly impossible to not enjoy my job. Everyone is part of a team from top to bottom, and we all know what it takes to help our clients succeed.

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go?
Chris Farley-I would never stop laughing!!

If you could have one super power—what would it be and why?
That I could snap my fingers and end up anywhere I wanted to be.

If you had a "theme song" that played whenever you walk into a room full of people, what would it be?
Imperial March-Darth Vader;s theme song ☺

Get to know Brooke

Shayla Dressman
Contracting & Licensing

Shayla Dressman

Contract & Licensing Consultant

Hometown/State:
Silver Lake, KS

Family:
Shayla grew up in Silver Lake, Kansas with her mother and step-father and 6 siblings.
Job Duties/Responsibilities at Advisors Excel:
Shayla’s primary job responsibilities include expediting the licensing/contracting process for Advisors Excel producers. It is imperative for her role to work efficiently as well as provide the proper communication and service to not only our producers, but the carriers with which we contract as well.

When asked what she likes most about working at Advisors Excel, this is what Shayla had to say:
What I like most about working at Advisors Excel is the friendly work atmosphere. Everyone is very welcoming, and everyone shows up to work with smiles on their faces—no matter what’s going on outside of work. The atmosphere is always positive, upbeat and fast-paced. We may be growing in the size of the company, but we still have the same small, family feel. I am very fortunate to be working for such a great company—helping our producer achieve their goals every day.

Name one thing that not many people know about you.
Im addicted to Pinterest ☺

What is your favorite thing to do on your day off?
Go Shopping

Who or what inspires you?
Kelly Ripa

Get to know Shayla

Alana Palmer
Contracting & Licensing

Alana Palmer

Contracting and Licensing

Hometown/State: Topeka, KS

Family: Mom, Dad, and two sisters (all live in Topeka). Recently engaged to my fiancé, Matt. We have three dogs.

Job Duties/Responsibilities: To expedite the licensing/contracting process for our new agents.

Favorite sports to watch or favorite sports team?
I love football, baseball, and gymnastics. And I’m definitely a KState girl!

If you won the lottery, what would be the first thing you would buy?
I would buy a small private island in the Caribbean, and a boat to get me there.

What did you want to be when you were growing up?
A dolphin trainer. It’s still my ultimate dream job!

Get to know Alana

Kylie Mason
Contracting & Licensing

Kylie Mason

Contracting and Licensing

Hometown/State: Carbondale, Kan.

Family: Married with two sons.

Job Duties/Responsibilities: Getting agents contracted with the different carriers that they would like to sell business for.

If you won the lottery, what would be the first thing you would buy?
A trip to Disney World.

When you were a kid, what did you want to be when you grew up?
I wanted to be a doctor.

Where you named after anyone?
My mom’s friend had a daughter named Kylie.

Complete this sentence: Happiness is…
My being with the ones you love.

Do you collect anything, and what?
I collect magnets from places I travel too. The cheesier, the better!

Get to know Kylie

Kelsie Franzke
Contracting & Licensing

Kelsie Franzke

Contracting and Licensing

Hometown/State:
Topeka, KS

Family:
Kelsie grew up in Topeka, KS with her parents and three brothers. She’s been with her high school sweetheart, David, for almost 3 years, and recently just bought her first home. She and David have two dogs—a Bernese Mountain dog named Arley and a yellow lab named Bo—and and a black cat named Hector.

When asked what she likes most about working at Advisors Excel, this is what Kelsie had to say:
I really like the people and the environment here at Advisors Excel. AE provides so many more perks and fun activities than I ever would’ve expected at any workplace. I’m happy and proud to be a part of such a successful company.

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go?
David and Alaska

Who would play you in a movie and why?
Kevin Costner because he is the best actor ALIVE!

If you could have one super power—what would it be and why?
To produce puppies and kittens from thin air

Get to know Kelsie

Trina Murray
Contracting & Licensing

Trina Murray

Contracting and Licensing

Hometown/State:
Granbury, TX

Family:
Married to Brandon. Three children: Clayton, Kimberly and Tyler.

Job Duties/Responsibilites at Advisors Excel:
My major responsibility is to expedite the licensing and contracting process for our agents. I will also assist with various projects related to Licensing and Contracting and aid in the development and efficiency of the department.

If you won the lottery, what would be the first thing you would buy?
A new house for my mother.

Name one thing that not many people know about you.
Tex-Mex is my favorite food.

If you were ice cream, what flavor would you be?
Neapolitan

Get to know Trina

Morgan Crow
Contracting & Licensing

Morgan Crow

Contracting & Licensing

Hometown/State: Glendale, Arizona

Family: Morgan grew up in sunny Arizona, with her two amazing parents (John & Nancy Campbell) and older brother (Colton). Morgan currently resides in Maple Hill, KS with her husband Jason Crow and their two dogs, Cinch & Tuff.

If you won the lottery, what would be the first thing you would buy?
I would buy some land; that way I could build a dream home with a nice barn and arena to go with. That way I have a nice place to keep all my show horses I will be buy with the left over money.

Name one thing that not many people know about you.
I have a 22inch rod in my left femur.

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

A Marine Biologist

Get to know Morgan

Tanya Krug
Contracting & Licensing

Tanya Krug

Contracting & Licensing

Hometown/State: Topeka, KS

Family: I have an amazing husband, Zach, and four awesome kiddos: Payton, Jaxon, Malakai and Jace.

Job Duties/Responsibilities at Advisors Excel: I process new applications, appointments, licensing and handling contract change requests from agents.

What is your favorite thing to do on your day off?
NOTHING. I feel so busy as a mom of four that I rarely get time to just breathe. I would probably take a long nap and spend the rest of the day outside with my boys.

What do you want to do when you retire?
Mission work with my husband. I love going on mission trips, and it is my dream to someday retire and travel the world with him just spending my time serving.

Something you want to learn this year?

How to sew. I’m pretty crafty. I own an Etsy business, and I often participate in craft shows, but I’d love to learn how to make my own curtains.

Get to know Tanya

Agent Service Reps


Brenda Broaddus
Lead Agent Service Rep

Brenda Broaddus

Lead Agent Service Representative

Hometown/State:
Hoyt, Kansas

Family:
Brenda grew up in Hoyt, Kansas with her parents and brother, Greg. She married her high school sweetheart, Bruce Broaddus, and together they have a beautiful daughter, Athena.  

Job Duties/Responsibilities at Advisors Excel:
As a New Business Processor, Brenda’s primary role is to process applications that come in and to make sure that they are in good order before being sent to the carriers.

When asked what she likes most about working at Advisors Excel, this is what Brenda had to say:
I enjoy working at Advisors Excel because it is such a team environment and is very family friendly. Everyone is willing to take the time to help you out with any questions you have and go the extra mile to make sure that you feel welcome.

Do you have any hidden talents?
I can burp really loud… Does that count?

Complete this sentence: Happiness is…
Seeing my family every day and hearing my daughter laugh. Love it!

What was your first paying job?
As a hostess at Old County Buffet

Get to know Brenda

Lindsey Gentry
Agent Service Rep

Lindsey Gentry

Agent Service Representative

Hometown/State: Rossville, Kansas

Family: Lindsey grew up in the small town of Rossville, Kansas. After graduating high school, she moved to Emporia, Kansas, where she attended Emporia State University and received her bachelor’s degree in Business Management. After college, she worked for Security Benefit Insurance Company where she obtained her Series 6 License and became familiar with the booming industry of annuities and life insurance. She currently resides in Topeka, Kansas, with her two amazing sisters - Holly and Shana. She is blessed to have two beautiful nieces: Shaliee and Berkley. Her wonderful parents, Rick and Peggy, still live in Rossville and enjoy the family visits and having “Sunday Family Fun Day!”

Job Duties/Responsibilities at Advisors Excel:
As a New Business Consultant, Lindsey processes new business applications, assists advisors in completing forms, and also makes necessary changes to ensure that applications are sent to the company in good order.

When asked what he liked most about his job at Advisors Excel, this is what Lindsey had to say:
At Advisors Excel, you have more than just co-workers - you have a family. Everyone has the same goals and is working hard to achieve them. I have built some great relationships with a few of our advisors and I am grateful to be a part of such a successful organization.

Get to know Lindsey

Hannah Haines
Agent Service Rep

Hannah Haines

Agent Service Representative

Hometown/State: Topeka, Kansas

Family: Grandma Bonnie, Mom, Dad, Little Brother & My Hubby

When asked what she liked most about working at Advisors Excel, this is what Hannah had to say:
My co-workers my favorite part, they are all awesome and excited to be here which makes for a rock star environment.

If you won the lottery, what would be the first thing you would buy?

A new handicap friendly house for my folks.  My dad  is paralyzed on one side of his body due to a recent stroke,  they live in Potwin and it’s the furthest thing from handicap friendly. Oh and a Sephora shopping spree for myself and my 3 BFF’s Autumn, Kehmay and Kelly.

What is your favorite thing to do on your day off?
In the summer its smuggle cocktails into the neighborhood community swimming pool and spend the day worshiping the sun and cooling off in the water.

Who would play you in a movie and why?
Drew Barrymore, because she’s almost as cool as I am.

Get to know Haines

Michelle Hernandez
Agent Service Rep

Michelle Hernandez

Agent Service Representative

Hometown/State: Topeka, Kansas

Family: I have been married to my husband Erik since 2003. We have two children, our daughter Layni and our son Ryker. We also have a bull mastiff named Mugsy, and two cats, Bubba and Gus. My mom and brother are here in Topeka, while my dad and step-mom are in Arizona.

Background
I was born and raised in Topeka, Kansas and graduated from Topeka High School in 2000. I began working at Hill’s Pet Nutrition when I was 19 and worked in customer service for 6 years. After that I took an Agent Service position at Aviva, and worked in annuity new business for 5 years before coming to Advisors Excel.

When asked what she liked most about working at Advisors Excel, this is what Michelle had to say:
I love talking to and getting to know different people and building relationships. I also love problem solving and helping people.

If you had a "theme song" that played whenever you walk into a room full of people, what would it be?  
“I Won’t Back Down” by Tom Petty

If you could have one super power—what would it be and why?
I would want to be able to heal people, and have unlimited patience.

Get to know Michelle

Jennifer Kidder
Agent Service Rep

Jennifer Kidder

Agent Service Rep

Hometown/State:
Hays, KS

If you won the lottery, what would be the first thing you would buy?
A pack of gum, another lottery ticket, and then I would pay off my mortgage :)

Where you named after anyone?
I asked my mom, she said no.

Do you collect anything, and what?
Kitchen & cooking gear

Get to know Jennifer

Carrie Green
Agent Service Rep

Carrie Green

Agent Service Rep

Hometown/State:
Topeka, KS

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go?
Laura Ingalls Wilder. I would love to see the world today through her eyes.

What do you want to do when you retire?
Get a sign that says, “Gone Fishin” and make sure it’s hanging on my door more often than not!

Something you want to learn this year?
Everything I can about this business!

Get to know Carrie

Penny Schaefer
Agent Service Rep

Penny Schaefer

Agent Service Rep

Hometown/State:Frankfort, Kansas—now Silver Lake, Kansas (9 years)

Family: Husband Chris, three kids Shayla 22, Kami 15, Nathan 11, two step kids Brooke 18, Haegan 15.

Job Duties/Responsibilities at Advisors Excel:  
As a receptionist, Penny’s duties include answering incoming phone calls, receiving incoming mail, preparing outgoing mail and greeting each and every customer with a positive and cheerful attitude.


When we asked Penny what she liked most about working at Advisors Excel, this is what she had to say:  
Advisors Excel is like one big family. Everyone is a big part of the team with the same goal in seeing that our clients succeed. The atmosphere is always positive, upbeat and fast-paced. I always have a feeling of accomplishment at the end of the day. I feel so fortunate to be a part of Advisors Excel team.

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, we would spend days driving around taking back roads to where ever we chose to go. Listening to music, laughing and talking.

Name one thing that not many people know about you:
I am addicted to Tortilla Chips

Complete this sentence: Happiness is…
Being with family and or friends and listening to everyone laugh and having a great time.

Get to know Penny

Lindsey Best
Agent Service Rep

Lindsey Best

Agent Service Rep

Hometown/State: Topeka, Kansas

Family: Lindsey grew up with her mom, dad and older sister.

When asked what she liked most about working at Advisors Excel, this is what Lindsey had to say:
What I love most about working at Advisors Excel is the positive, professional atmosphere. Every day, you are presented with new learning opportunities and challenges, and every employee is treated with trust and respect. It is a perfect place to grow as an individual and a professional.

Name one thing that not many people know about you.
I love to sing in the car (by myself.)

What do you want to do when you retire?
As much as I possibly can! Lots of traveling and spending time with my family.

If you could have one super power—what would it be and why?  
To read minds, because I’m just a curious cat.

Get to know Lindsey

Meagan King
Agent Service Rep

Meagan King

Agent Service Rep

Hometown/State: Meriden, KS

Family: Grew up in Meriden KS, grad of Jefferson West High School, I am the oldest of 4 girls. Married my highschool sweetheart, Jake and we have two ornery little boys, Logan and Landon.

Background: Currently attending Washburn University working on degree in Mass Media-Creative Advertising , Former Customer Service Rep at Silver Lake Bank.

When asked what she liked most about working at Advisors Excel, this is what Meagan had to say:
The teamwork! Everyone comes to work with a great attitude wanting to do their best and give the best to our producers and clients. Everyone is working toward a common goal and happy to help anytime it’s needed whether it’s in their job description or not. It’s like a close knit family at work.

If you won the lottery, what would be the first thing you would buy?
The smart part of my brain says: Pay off my house, mine and my husband’s parent’s houses, and grandparent’s houses. The kid in me says to buy one of those really deep set bath tubs that you can pretty much overflow and the water is filtered back through the spout so you can have the water continuously running the whole time you’re in it without wasting water!!!! BEST BUBBLE BATHS EVER!

Do you have any hidden talents?
I’ve been told I’m really talented at writing riddles and silly poems. When secret santa time comes around I’m the go to riddler!

If you could have one super power—what would it be and why?
The ability to clean a whole house with the snap of my fingers. Mothers EVERYWHERE would worship me, so fame and fortune would come all on it’s own.

Get to know Maegan

Kelly Schell
Agent Service Rep

Kelly Schell

Agent Service Rep

Hometown/State:
Albuquerque, NM

Family:
10 yr old daughter named Loren, fiancé Jeremy, 2 dogs- Max and Tanner

When asked what she likes most about working at Advisors Excel, this is what Kelly had to say:
My favorite part of my job is the energetic atmosphere! Although it is a very busy department, everyone always maintains a positive attitude and pulls together to ensure the work is done. I have never observed a better example of teamwork!! I always look forward to coming to work in the morning, and feel AE is truly a great place to work!

Name one thing that not many people know about you:
Food allergies; peanuts, walnuts, pecans, and all other nuts, tomatoes and cherries!

Favorite sports to watch or favorite sports team?
FOOTBALL, KU basketball

Complete this sentence: Happiness is…
Watching your child grow up.

If you could have one super power—what would it be and why?
The ability to read minds!

Get to know Kelly

Ryan VandeVelde
Agent Service Rep

Ryan VandeVelde

Agent Service Rep

Coming Soon!



Get to know Ryan

Sandy Allen
Agent Service Rep

Sandy Allen

Agent Service Rep

Hometown:  Marshall, MN

Family Information: Sandy is married to her husband, Lee, and they have 3 teenage children - Dylan, Jacob and Morgan.

Job Responsibilities/Duties at Advisors Excel: Review marketing materials for compliance.

When asked what she likes most about working at Advisors Excel, this is what Sandy had to say:Everyone on the Advisors Excel team is here for a common goal and will unselfishly support the others to maintain the quality of service expected and the goals created.  Management is quick to acknowledge when someone has done a good job and do the utmost to give credit to those who deserve it. They would rather their employees take shine in the spotlight versus themselves.

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 – complete loop of the US, hitting all 49 states

Complete this sentence: Happiness is…   
Family sing-a-longs on our road trips to Johnny Cash

Name one thing that not many people know about you.
I played on the golf team in high school
Get to know Sandy

Jessica Gartner
Agent Service Rep

Jessica Gartner

Agent Service Rep

Hometown/State: Topeka, KS

Family: I am the oldest of 3, I have a younger sister Tara, and younger brother T.J. and I have a 16month old son Dominik!

What is your favorite thing to do on your day off?
Take my son Dominik out to the park or the zoo and just spend the day with him having fun!!

Favorite sports to watch or favorite sports team?
Royals/Chiefs/KU!!! All of the above! Baseball, Football and Basketball!

What do you want to do when you retire?

Travel! There are so many places I could only dream about going right now!

Get to know Jessica

Jennifer Meyer
Agent Service Rep

Jennifer Meyer

Agent Service Rep

Hometown/State: Topeka, KS

Family: Married to Tyler with a 16-month old daughter, KarLynn.

If you won the lottery, what would be the first thing you would buy?
After buying our dream house, we want to pay off all of our family’s mortgages.

Name one thing that not many people know about you.
When I am in the car and I want to sing a song, I put my phone up to my ear so it looks like I am talking on the phone rather than singing! I probably look a little crazy.

Where you named after anyone?

I was named after 4 grandmas. (Jennifer Mary Jo Marie).

Get to know Jennifer

Processing


Beth Reiners
Lead Annuity Ops Consultant

Beth Reiners

Lead Annuity Operations Consultant - Processing

Hometown/State: Emmett, KS

Family: Beth is married to her husband, Chris and they had their first child in January 2012

When asked what she likes most about working at Advisors Excel, this is what Beth had to say:
Advisors Excel is an amazing group of people that I am fortunate to be a part of.  I love working at Advisors Excel because of the positive work environment and daily feeling of accomplishment.  Everyone works together as a team to help our agents to succeed.  It’s great to be a part of such a wonderful company.


If you won the lottery, what would be the first thing you would buy?

Well, I’d buy you a monkey.  Haven’t you always wanted a monkey?

Name one thing that not many people know about you.
I despise tomatoes and will tell people that I am allergic to make sure that I don’t accidently get one

What do you want to do when you retire?
Would like to take a western Caribbean cruise back to back with an eastern Caribbean cruise

Get to know Beth

Priscilla Feek
Annuity Ops Consultant

Priscilla Feek

Annuity Ops Consultant

Hometown/State: Atchison, KS

Family Information:
I am the baby of the family and also the only girl.

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go?
It would actually be my dog Ruby…she is the best thing since crunchy peanut butter!

Name one thing that not many people know about you.
I want to own my own bakery!

Favorite sports to watch or favorite sports team?
College basketball: KU Jayhawks! RCJH!!!
Get to know Priscilla

Michelle Funk
Annuity Ops Consultant

Michelle Funk

Annuity Operations Consultant - Processing

Hometown/State:
Nortonville, KS

Family Information:
I grew up living on a dairy farm in Nortonville, Kansas, the youngest of five children. I was very fortunate in growing up in such a close and loving family with good small town morals and values. My fiancé, Cory, and I have a four year old daughter named Reagan and I also have a step-son Hayden who is eight years old.

Favorite part of your job/what you like most about working at AE:
I love the teamwork exuded here by everyone. It helps in making our busy day go smoothly and efficiently. The atmosphere is nothing like I’ve experienced before. The energy is positive and upbeat and we strive to stay on task yet have fun while doing so. I look forward to coming to work every day and at the end of the day I feel very accomplished.

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

What do you want to do when you retire?
Travel to every state in the US, including visiting the National Parks.

Get to know Michelle

Chad Ray
Annuity Ops Consultant

Chad Ray

Annuity Operations Consultant - Processing

Hometown/State: Silver Lake, KS

Family: Engaged and has one brother

Background: Studying Communications, Worked at US Bank

When asked what he likes most about working at Advisors Excel, this is what Chad had to say:
Everyone is friendly and it’s not a boring corporate environment

If you won the lottery, what would be the first thing you would buy?
2013 Chevrolet Camaro SS

Stranded on a desert island, what five things (books/movies/music, etc.) do you take with you to stay entertained?

Due Date movie, Every season of The Office and The League, iPod, iPad

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

Freeze time/people – I could get all the sleep I could ever desire but still get anything done in a day and everyone would think I’m an office superman.

Get to know Chad

Jessica Spencer
Annuity Ops Consultant

Jessica Spencer

Annuity Operations Consultant - Processing

Hometown/State:
Topeka, KS

Family:
Middle child with 2 sisters

When asked what she likes most about working at Advisors Excel, this is what Jessica had to say:
The atmosphere is great, everyone is always ready to answer questions!

If you won the lottery, what would be the first thing you would buy?
A big house out in the country with a wraparound porch and indoor/outdoor swimming pool!

Something you want to learn this year?
How to rap

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

Live your Life by Rihanna ft TI
Get to know Jessica

Stephanie Busch
Annuity Ops Consultant

Stephanie Busch

Annuity Operations Consultant - Follow Ups

Hometown/State: Atchison, KS

Family: I was born in Anchorage, Alaska and my family and I moved to Atchison Ks when I was 5 I have one younger sister

Who or what inspires you?
My mom inspires me, she is a very strong woman and has been there for me through everything!

What is your favorite thing to do on your day off?
I enjoy being outside and hanging out with my 7 year old boxer Diamond.

Favorite sports to watch or favorite sports team?

KU Basketball ROCK CHALK!

Get to know Stephanie

Audra Rickel
Annuity Ops Consultant

Audra Rickel

Annuity Operations Consultant - Processing

Hometown/State: Burlingame, KS

Family:Husband- Bobby, Twins; Cooper and Cameron, daughters; Payton and Reagan, stepson; Wesley and a grandson

Who or what inspires you?
My husband

Name one thing that not many people know about you.
By the age of six, I was driving a truck and tractor, helping my dad out on the farm.

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

A doctor

Get to know Audra

Ashley Selk
Annuity Ops Consultant

Ashley Selk

Annuity Operations Consultant - Processing

Hometown/State: St.Marys, KS

Family:Married to Kent Selk. I have 2 brothers (Waylon & Dylan) and 2 sisters (Danielle & Jayna). Both of my brothers are married and have kids. Waylon & his wife Kristine have 2 girls Olivia and Taylor, and Dylan and his wife Nicole have 3 kids; Brenna, Lane & Easton. My sister Jayna is married to Andy Terhune and they live in Maple Hill. My mom Donna also lives in Maple Hill.

Who or what inspires you?
Seeing “older” couples holding hands, Seeing other women who are successful in their business and also seeing anyone who has a balance in their life between working hard, taking care of their families and also enjoying life.

Who would play you in a movie and why?
Reese Witherspoon. She seems to play roles that are similar in nature to me. She “keeps it real” and is also into staying healthy.

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

Spending time either working on our house or outside in the yard/garden.

Get to know Ashley

Amanda Holmes
Annuity Ops Consultant

Amanda Holmes

Annuity Operations Consultant - Processing

Hometown/State: Tecumseh, KS

Family: Husband-Brad, Son-Kaleb 4yrs old, French Bulldog-Maverick

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

Favorite sports to watch or favorite sports team?
KSU Football

What was your first paying job?

Veterinary Assistant


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

Not sure what Super Power it would be but I would love to prevent unethical breeders from breeding just for profit and not to better the breed.


Do you collect anything, and what?

I am a Huge Frenchie (French Bulldog) Fanatic so I collect Frenchie Things

Get to know Amanda

Melissa Miller
Annuity Ops Consultant

Melissa Miller

Annuity Operations Consultant - Processing

Hometown/State: Iola, Kan.

Family: Grew up in Iola, Kan., as the youngest of three girls.

Job Duties/Responsbilities at Advisors Excel: Review and process all applications for business submitted by agents.

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

Favorite sports to watch or favorite sports team?
KU basketball.

What was your first paying job?

Dairy Queen.


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

Curl up with a good book.


Get to know Melissa

Dustin Campbell
Annuity Ops Consultant

Dustin Campbell

Annuity Operations Consultant - Follow Ups

Hometown/State: Silver Lake, KS

Family:Dad (Curt Campbell), Mom (Lori Campbell), 3 Sisters (Chelsea, Kaci, and Alexis)

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go?
Will Ferrell to a KSU football game then to Aggieville

Who would play you in a movie and why?
Denzel Washington, because he is an amazing actor and the only person that could pull it off.

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

“Love Me” by Drake

Get to know Dustin

Becky Gleason
Annuity Ops Consultant

Becky Gleason

Annuity Operations Consultant - Processing

Hometown/State: Dover, KS

Family: My parents farm for a career. I have 4 brothers, and I’m the 2nd oldest.

Who or what inspires you?
My mom

When you were a kid, what did you want to be when you grew up?
Large Animal Veterinarian

Favorite sports to watch or favorite sports team?

K-State Football team

Get to know Becky

Danielle West
Annuity Ops Consultant

Danielle West

Annuity Operations Consultant

Hometown/State:Topeka, Kan.

Family: Danielle is married to her husband, Matt, and has a dog named Smokey.

If you won the lottery, what would be the first thing you would buy?
Lots of land to build a new house on.

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, we would go anywhere where there are mountains, we both love them!

What is your favorite thing to do on your day off?
Sleep in!!

Favorite sports to watch or favorite sports team?
Anything related to the Kansas Jayhawks, and also pro football.

If you were ice cream, what flavor would you be?
Mint chocolate chip.

Get to know Danielle

Alicia Ortiz-Lilly
Annuity Ops Consultant

Alicia Ortiz-Lilly

Annuity Operations Consultant

Hometown/State: Topeka, KS

Family: Married to my high school sweetheart. We have two daughters, two sons and two American Bulldogs.

Job Duties/Responsibilities at Advisors Excel: Review and establish New Business accounts.

If you won the lottery, what would be the first thing you would buy?
A beach house for the family.

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 son Anthony who passed away. I would like to take a trip to heaven with him to see my family.

If you were ice cream, what flavor would you be?

Strawberry.

What was your first paying job?

A cashier at JM Bauersfeld's.

Get to know Alicia

Katie Hoffman
Annuity Ops Consultant

Katie Hoffman

Annuity Operations Consultant

Hometown/State: Lyndon, KS

Family: My husband, Matt, and I have three daughters, Natalie, Adalynn and Quynn and one dog, Laz.

Job Duties/Responsibilities at Advisors Excel: Scrub annuity applications, consult with agent to correct errors and whatever else AE tells me to do.

If you won the lottery, what would be the first thing you would buy?
Beach front property.

What is your favorite thing to do on your day off?
Have friends and family over and hang out.

Favorite sports to watch or favorite sports team?

KU basketball.

Get to know Katie

Jo Ann McHatton
Annuity Ops Consultant

Jo Ann McHatton

Annuity Ops Consultant

Hometown/State: Auburn, KS

Family Information: Married to my highschool sweetheart. We have two children, Nathan and Lily.

Job Duties/Responsibilities at Advisors Excel: Review and set up new business accounts.

If you won the lottery, what would be the first thing you would buy?
I would like to purchase some land and build a home in the mountains of Colorado.

When you were a kid, what did you want to be when you grew up?
I wanted to be an astronaut.

If you were ice cream, what flavor would you be?
Butter Pecan.

What was your first paying job?
Cashier at JM Bauersfelds.

Get to know Jo Ann

Jessica Wilson
Annuity Ops Consultant

Jessica Wilson

Annuity Ops Consultant

Hometown/State: Topeka, KS

Family Information: Husband, Robert Wilson and son, Camden Wilson.

Job Duties/Responsibilities at Advisors Excel: Assist the agents by scrubbing their annuity applications and send to the carriers perfected.

If you won the lottery, what would be the first thing you would buy?
A new home, fully decorated from Pier 1 Imports, a closet stocked full of shoes and clothing (from all of the top designers, of course) and a backyard with the best swing set money could buy for my little man.

Who or what inspires you?
People who can work full time, attend school, have children and keep their house clean. I know there will come a day that I miss my messy home and crazy toddler, but until then, I’ll keep having fun, trying to figure out how to balance it all!

Favorite sports to watch or favorite sports team?
Go K-State!

Get to know Jessica

Brandt Betts
Annuity Ops Consultant

Brandt Betts

Annuity Ops Consultant

Hometown/State: Topeka, KS

Family Information: I’m the middle child of three: I have a younger brother, Blake, but we lost our older brother, Chaz.

Job Duties/Responsibilities at Advisors Excel: I review and process all applications submitted by and research and analyze any issues. I then forward all completed and in good order applications and forms to the proper carriers.

What do you want to do when you retire?
When I retire, I would like to travel internationally and learn about different cultures. Hopefully, I will have enough money!

Who would play you in a movie and why?
Jim Carrey, because I’m silly with a sense of humor but still know when it is time to be serious.

If you could have one super power, what would it be and why?
If I had one super power, it would be the ability to teleport. It’d be good to be able to save time by being wherever you need to be, when you need to be there. Considering the amount of time you spend in traffic or on a plane — it’d really add to your lifespan!

Favorite sports to watch or favorite sports team?
My favorite sport to watch is NFL football, and my favorite sports team is the Boston Celtics.

Get to know Brandt

Email/Service Work/Follow-Ups


Mitch Montgomery
Lead Follow-Up Consultant

Mitch Montgomery

Lead Annuity Operations Consultant

Hometown/State: Topeka, KS

Family: Mitch grew up in Topeka living with my mom and dad.  He has three brothers, 2 older and 1 younger. 

Job Duties: I oversee the day to day Annuity Operations for the Service Work and Follow Up Team.

When asked what he likes most about working at Advisors Excel, this is what Mitch had to say:
I feel very fortunate to be able to come to work every day and actually enjoy my job.  They truly care about one another, and more importantly, they want to put forth every effort to ensure the success of the company as well as the agents we support. The atmosphere is very positive and easy going which I believe is a huge contributor to that success.

Name one thing that not many people know about you.
My first name is Clayton.

Where you named after anyone?
Great Grandpa (Clayton)

Get to know Mitch

Holly Gentry
Annuity Ops Consultant

Holly Gentry

Annuity Operations Consultant - Email

Hometown/State: Rossville, KS

Family: Holly's amazing parents, Rick and Peggy Gentry, still reside in Rossville, KS with the family dog, Oscar. She has 2 sisters - Lindsey Gentry and Shana Hubbell - whom she considers her best friends. She has a brother-in-law, Doug Hubbell, and the most adorable little niece, Shailee Hubbell.

When asked what she likes most about working at Advisors Excel, this is what Holly had to say:
I get the most gratification from helping others.  At Advisor’s Excel, I get the opportunity to work directly with the agents and their assistants to help them in the administrative side of writing business. We are your business partner and we will go above and beyond to help you accomplish your goals. I enjoy the relationships that have been built with our advisors and I look forward to working with you in the future!

Get to know Casey

Casey Graves
Annuity Ops Consultant

Casey Graves

Annuity Operations Consultant - Email

Hometown/State: Rossville, Kansas

Family: Casey grew up with her mom, dad and two brothers. She is married to her high school sweetheart, Chris, and they have an eleven month old son, Cole.)

When we asked Casey what she liked most about working at Advisors Excel, this is what she had to say:  
I truly enjoy working for Advisors Excel because we are treated as individuals, we have the ability to express our creative side and our ideas are heard. The work environment at Advisors Excel is fast-paced and energetic which provides constant interest and a feeling of accomplishment every day!

When you were a kid, what did you want to be when you grew up?
Physical Therapist….Until I learned I would have to have tons of science courses!

Stranded on a desert island, what five things (books/movies/music, etc.) do you take with you to stay entertained?
The Bible, 8 Seconds, The Program, Joe Dirt and Country music

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

The Dorothy power; snap my heels and be anywhere I want.

Get to know Casey

Dena Kruger
Annuity Ops Consultant

Dena Kruger

Annuity Operations Consultant - Email

Hometown: Topeka, KS

Family Information: Dena is married to her husband, David, and they have 5 children – 4 boys and 1 girl. They are Keenan, Dailin, Kaidon, Daigan and Kaibryn. In addition to the kids, the family has several pets including 4 ponies, 3 dogs and a pot bellied pig. 

When asked what she likes most about working at Advisors Excel, this is what Sandy had to say:
I feel very fortunate to be able to come to work every day and actually like my job. The people at Advisors Excel are fabulous and extremely talented. They truly care about one another, and more importantly, they want to put forth every effort to ensure the success of the company as well as the agents we support. The atmosphere is very positive and down to earth which I believe is a huge contributor to that success.  We are given every tool needed to succeed and it is always, always noticed.  I couldn’t ask for more!

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 grandpa passed away when I was a little girl. I would love to spend time with him, riding in his old truck , listening to stories and getting a chance to know him.

What was your first paying job?
When I was 15 I worked at Daylight Donuts on Saturday mornings

Do you collect anything, and what?
Giraffes

Get to know Dena

Keri Erwin
Annuity Ops Consultant

Keri Erwin

Annuity Operations Consultant - Email

Hometown/State:
Lawton, Ok

Family:
2 beautiful daughters, MyLee and LynnLee

When asked what she likes most about working at Advisors Excel, this is what Keri had to say:
All of the friendly people!

Name one thing that not many people know about you:
I am terrified of elevators and the dark.

What was your first paying job?
Cashier at a grocery store.

Do you collect anything, and what?
I collect Barbies and carnival glass.

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

Get to know Keri

Lindsey Jackson
Annuity Ops Consultant

Lindsey Jackson

Annuity Operations Consultant - Service Work/Faxes

Hometown/State: Topeka Kansas

Family:Lindsey grew up in Topeka, Kansas, the middle child of two brothers (both in the military). She also has four step sisters. She is in the process of finishing her degree in organizational management and leadership at Friends University.

What do you like most about working at Advisors Excel?
The atmosphere here is unlike anything I have ever experienced. Everyone here is treated like family and I am grateful to be a part of it. Every day I look forward to coming to work and always do it with a smile. Our efforts and hard work are always recognized and rewarded.

Where you named after anyone?
I think someone from Little House on the Prairie Giraffes

If you could have one super power—what would it be and why?
Arms that extend, so I can change a lightbulb on my own

Do you collect anything, and what?
Cell phone covers seems to be my thing…

Get to know Lindsey

Matt Salsbury
Annuity Ops Consultant

Matt Salsbury

Annuity Operations Consultant - Follow Ups

Hometown/State: Rossville, KS

Family: Son named Carson

What is your favorite thing to do on your day off?
Play outside with my son.

If you could have one super power—what would it be and why?
To Fly. Because no one else can.

What did you want to be when you were growing up?
A Soldier

Get to know Matt

Stephanie Flanangan
Annuity Ops Consultant

Stephanie Flanangan

Annuity Operations Consultant

Hometown/State:Topeka, Kansas

Family: Stephanie has one son, Jackson.

Job Duties/Responsibilities at Advisors Excel:  
Stephanie’s role is to perform follow-ups in the Annuity Operations department.

Who or what inspires you? My mother. She is the most generous, fair, kind and honest person I have ever known. You can always count on her for anything and she’ll never let you down. I hope (and try) to be the same for my son.

What did you want to be when you were growing up?
Veterinarian.

What was your first paying job?
Chuck E. Cheese and yes, I had to dress up as the mouse.

Get to know Stephanie

Morgan Hansen
Annuity Ops Consultant

Morgan Hansen

Annuity Operations Consultant

Hometown/State: Osage City, KS

Family: Married to Josh Hansen, we have one little boy (Carter, 4) and another little boy (Carson) on the way!

Who or what inspires you?
My boys inspire me. If you want motivation to do better and be better, have children. You’ll never feel like you’ve done enough. Every day I wake up, I want to be the best I can be for my kiddos.

Favorite sports to watch or favorite sports team?
I’m a huge KSU fan! My husband is a huge Iowa State Fan….. things get interesting at our house!

If you were ice cream, what flavor would you be?

Vanilla, my husband and son are the palest people I know and we are all blonde. I think it’s only fitting.

Get to know Morgan

Dane Brinker
Annuity Ops Consultant

Dane Brinker

Annuity Operations Consultant

Hometown/State: Seneca, KS

Family: My mom's name is Kathy, and my dad passed away when I was 13 to brain cancer. I have two older sisters, Michelle and Ashley, and one older brother, Brandon. I’m a first-time uncle to a beautiful niece named Eve Marie.

If you won the lottery, what would be the first thing you would buy?
Lamborghini.

What is your favorite thing to do on your day off?
Play golf and nap.

Favorite sports to watch or favorite sports team?

Basketball is my favorite sport, and North Carolina is my favorite sports team.

What do you want to do when you retire?

Lay on a beach, play golf and travel the world.

Complete this sentence: Happiness is...

Created by you.

Get to know Dane

Lindsay Campbell
Annuity Ops Consultant

Lindsay Campbell

Annuity Operations Consultant

Hometown/State: Topeka, KS

Family: New parent to a baby girl named Annabelle.

Job Duties/Responsibilities at Advisors Excel: Follow-up on pending applications with various insurance and transfer companies.

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

Who or what inspires you?
All working mothers inspire me.

Complete this sentence: Happiness is…

Freeing your heart from hatred and your mind from worries.

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

My super power of choice would be to eat everything and not gain a pound.

Get to know Lindsay

Courtney Campbell
Annuity Ops Consultant

Courtney Campbell

Annuity Operations Consultant

Hometown/State: Atchison, KS

Family: Fiancé, Mark, and a German Shepherd, Nash.

Job Duties/Responsibilities at Advisors Excel: Follow up on pending applications with various insurance carriers and transfer companies, helping move the applications from a submitted status to a status of issued and paid.

Name one thing that not many people know about you.
I play the piano.

Who or what inspires you?
My parents and my fiancé. They support me 100 percent, and they always push me to do my best and reassure me that I am capable of anything.

What did you want to be when you were growing up?

Nurse.

Do you collect anything, and what?

I collect shot glasses from every city/country I have visited around the world.

Get to know Courtney

Katie Burdiek
Annuity Ops Consultant

Katie Burdiek

Annuity Ops Consultant

Hometown/State: Holton, Kan.

Family Information: Two brothers (Matt and Ty) and one sister (Emily), Parents (Roger and Lucy).

Job Duties/Responsibilities at Advisors Excel: In her role, Katie is responsible for handling incoming calls in a fast-paced environment and managing a complex computer system while designating calls to the proper department. She is also responsible for receiving mail, preparing outgoing mail and greeting clients and visitors with professionalism and a smile.

Who or what inspires you?
People that love life and live it to the fullest.

When you were a kid, what did you want to be when you grew up?
A flight attendant or travel agent because I love traveling.

Favorite sports to watch or favorite sports team?
K-State.

Get to know Katie

Allyssa Nikkel
Annuity Ops Consultant

Allyssa Nikkel

Annuity Ops Consultant

Hometown/State: Goddard, KS

Family Information: My parents are Lee and Rochelle. My dad was a high school industrial tech teacher but is currently retired, and my mom is a vice president of compliance and internal audit at a bank. They live in Wichita along with my older brother, Garrett, who is an employee at Koch Industries and his wife, Jade, who is an x-ray tech at Wesley Medical Center.

Job Duties/Responsibilities at Advisors Excel: Follow-ups and bursting/document typing.

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

What is your favorite thing to do on your day off?
Lay by the pool.

Favorite sports to watch or favorite sports team?
Basketball, baseball and football.

If you were an ice cream, what flavor would you be?
Strawberry.

What was your first paying job?
Working at a bakery.

Get to know Allyssa
The Go-Getters
“I have been in the industry for 20 years and I have never seen a group so efficient.” - THE FOG



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