Meet the team who can help you take the guesswork out of marketing strategies to build your business.
Your team at Advisors Excel is built around you and your staff. Seeing advisors and their own teams hit their goals and accomplish their dreams is what makes us excited about what we do every day.
Cory Swain
Vice President of Advisor Development
Cory helps advisors reach and exceed their goals by providing proven strategies to help grow their business. He loves helping advisors achieve goals they may never have considered before and embrace the CEO role in their practices.
As a coach and consultant, Cory thrives on the energy of the advisors and teams he works with. Cory has been part of Advisors Excel since 2012.
Though landlocked in Kansas, Cory loves to surf — so he enjoys traveling to the coast. While golf and sports are among his past hobbies, most of Cory’s time today is spent wrestling or playing “good guys/bad guys” with his three sons. He and his wife, Hannah, have been married for over 10 years.
Matt Mong
Vice President of Sales
Matt joined Advisors Excel in 2012, bringing 11 years of experience in the financial industry and an unwavering commitment to create more opportunities for AE producers. With a passion for servant leadership and always seeking wisdom, Matt has a heart to add real value and depth to everyone he connects with.
Matt and his wife, Angela, have three beautiful daughters: Madison Kate, Nora Grace and Stella Ann. When Matt isn’t spending time with his family or reading, he can be found serving his church or spending time outside.
John Cronister
Director of Sales & Marketing
John helps advisors scale their business by sharing marketing support and resources to help grow their practice. He loves knowing he’s providing value as advisors employ new concepts and achieve their goals.
John joined The Proven Way team in 2019, and he has worked at Advisors Excel since 2013.
He and his wife, Casey, have been married more than a decade and have three children. John coaches his kids’ sports teams, and he spends his spare time cheering on the New York Yankees and the Kansas Jayhawks.
Alec Steuber
Director of Sales & Marketing
Alec has a background in the insurance and financial planning space having worked for Bankers Life for over 3 years as an insurance agent before finding his home at Advisors Excel. Through this experience, Alec understands the day-to-day struggles of being an advisor and small business owner. His focus is to connect with potential producers and empower them to grow their business, so obligations become less burdensome.
Alec is a Topeka, Kansas native and Alumni of Washburn University and was a member of the football team. He enjoys cheering on the Kansas State Wildcats, Kansas City Royals, and Kansas City Chiefs.
Trevor Kirkwood
Director of Sales & Marketing
With more than 14 years of professional sales experience working with small to medium businesses all across the country, Trevor helps advisors become better business owners and zero in on improving their profitability. Before joining Advisors Excel, he worked as director of business development for an AE subsidiary.
Outside of the office, you can find Trevor working out in the gym, searching for the next great place to eat, cheering on his youngest daughter and her soccer team from the sidelines or enjoying his older daughter’s dance competitions. The native of Topeka, Kansas, also makes time to root for his favorite sports teams — the Kansas City Chiefs and Kansas Jayhawks.
ROCK CHALK JAYHAWK!
Jordan Sester, MBA
Sales Executive
Jordan has a thirst for knowledge and a passion for empowering producers to grow their business to new heights. After joining Advisors Excel in 2016 with six years of banking background, Jordan obtained his Series 65 registration in 2018. Then he pursued his CFP® designation to become the eminent resource advisors trust and consult for sound advice. He also helped establish AE’s Medicare division, serving as the group’s first vice president.
Jordan is married to Kaitlyn, his college sweetheart. They welcomed a son in late 2020.
Dustin Carpenter
Senior Annuity Planner
As an AE team member for almost 5 years, Dustin is ready and excited to lean into our producers to bring proactive value on product and profitability each day. Starting his career with AE's Case Design team, Dustin enjoys building relationships with our advisors and is committed to helping them succeed. He excels at researching and educating advisors on different annuity products and assists with building comprehensive plans to meet the needs of their clients.
Chelsea Lenherr, MBA
Sales Executive
Chelsea is dedicated to accomplishing what’s in front of her at the highest level possible. Her strong leadership qualities and commitment to success as a former Division I soccer captain and a 4.0 MBA student elevated her from her previous role leading AE’s licensing team to her role as relationship manager today.
A Topeka, Kansas, native, Chelsea enjoys spending time away from the office with her husband, Jake, and his two daughters, Reese and Josie. She’s an avid sports enthusiast, playing in multiple athletic leagues year-round and coaching youth soccer. She’s also a big fan of Kansas basketball, Sporting Kansas City soccer and Chiefs football. Chelsea also regularly volunteers in the local community with Junior Achievement of Kansas, Meals on Wheels, Junior League of Topeka and Big Brothers Big Sisters.
Corby Swendson
Relationship Manager
Corby knows that the relationships we build are the core of our business. As such, she is passionate about providing advisors with thorough, honest answers to any questions as they work to grow their business.
Corby began her career at Advisors Excel in Annuity Operations, quickly moving from the follow-up team to phone service. Before becoming a relationship manager, she was part of the Annuity Case Design team, expanding her product and annuity knowledge. As a relationship manager on your AE marketing team, her focus day in and out is to best serve you and your offices for your daily reactive needs.
A lifelong Kansan from a family of gardeners, Corby is always excited to share a bit of passion, history and sunny disposition. In her free time, you can find her taking American Sign Language (ASL) classes, reading, embroidering and taking long walks with her Boston terrier, Taco.
LeAnne Rodriguez
Relationship Manager
From the first interaction, LeAnne is ready to help advisors find the answers they need — and fast. She loves celebrating advisors’ success.
LeAnne joined Advisors Excel in 2019, and The Proven Way team later that year.
High performance isn’t just a goal at work for LeAnne — she loves working out and pushing herself to the max in fitness and nutrition. You can also find her in the stands cheering on the Kansas City Chiefs and the Kansas Jayhawks.
She and her husband have two grown daughters and a teenage son.
Erin Bargmann
Relationship Manager
Erin brings a personal level of service and responsiveness to each producer she assists. Erin started her career at Advisors Excel in 2013, after working for an insurance carrier and in an advisor office previously. Erin understands the day-to-day life of producers. You can rely on Erin to provide you with the highest level of customer service.
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