Advisors Excel’s Amy Klotz Named to National Financial Services List


Women We Admire honors, Klotz, The Top 100 Women Leaders in Finance of 2021 

Topeka, Kansas, October 20, 2021 – For the first time, Amy Klotz, Advisors Excel Chief Financial Officer, was included in The Top 100 Women Leaders in Finance of 2021. Klotz debuted on the list published by Women We Admire at number 44.

“Amy is the type of leader and team member that every business owner dreams of; smart, loyal and driven,” said Co-Founder Cody Foster. “I am proud of how much she has grown as a leader and mentor for others at Advisors Excel.”

According to Women We Admire, this year’s awardees were nominated and selected for their achievements in several areas like accounting, banking, funds management, mortgage broking, insurance, and investments. These women are trailblazers in the industry, focused on making progress in a sector where they continue to be under-represented. To view the entire list, visit

Klotz joined Advisors Excel in 2010 and previously was the owner at Klotz Accounting Services. She earned her MBA and an undergraduate degree in Accounting from Washburn University.

Women We Admire provides online news and information on today’s women leaders in business, entertainment, sports, motherhood, medicine, law, and many other fields. The site covers a broad range of topics and areas of interest to recognize the achievements of exceptional women while inspiring others to aim high and continue their journey towards reaching their full potential.

About Advisors Excel:

Advisors Excel, founded in 2005, has redefined the role a marketing organization can play in supporting independent financial advisors.  Their growth has been unparalleled in the industry and is achieved by working with a smaller group of select advisors.  With a focus on making good advisors great business owners, Advisors Excel has revolutionized how financial professionals build and operate their businesses.  

In 2020, the 500 advisors working with Advisors Excel did over $8.2 billion in annuity, Medicare, and life insurance production. Their affiliated Registered Investment Advisory Firm, AE Wealth Management, currently manages over $12.5 billion and has been named one of the fastest-growing RIAs in the country.