Our Leadership


A powerful combination of experience and passion drives those who chart the course for Advisors Excel.

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Our leaders each bring a unique set of skills, discerning judgment and independent thought to the task of providing value with integrity to our clients and those they serve.

LEADERSHIP

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David Callanan FOUNDER

Learn more about David Callanan

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Cody Foster FOUNDER

Learn more about Cody Foster

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Derek Thompson FOUNDER

Learn more about Derek Thompson

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Zac Anshutz CHIEF COMPLIANCE OFFICER
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Matt Beier DIRECTOR OF EMPLOYEE INITIATIVES
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Jim Bowman PRESIDENT OF LIFE INSURANCE
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Jay Brost CHIEF MARKETING OFFICER
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David Byers PRESIDENT OF ANNUITY MARKETING
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Ryan Fickel CHIEF TECHNOLOGY OFFICER
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Amy Klotz CHIEF FINANCIAL OFFICER
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Mike Miller CHIEF OPERATING OFFICER
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David Wolfe GENERAL COUNSEL