THE PATH to Unrivaled
Making a big impact for our clients, co-workers and community.
Exceeding expectations
We began like so many big dreams do: sitting around the kitchen table. Cody, David and Derek knew independent financial professionals deserved more from their marketing partners. They piled together every penny they had to create Advisors Excel – and never looked back.
A true Partnership Provides:
Incredible service and support for every aspect of the business
The ability to learn from producers who are more successful
The best methods for getting new prospects and closing those prospects
Integrity – delivering on every promise made
Never Stop Growing
Our way of doing business transformed the entire financial services industry — and we aren’t done yet.
Cody Foster
Founder
Cody Foster is a co-founder of Advisors Excel, an industry-leading marketing organization assisting independent insurance agents and financial advisors around the country.
He is originally from Stockton, Kansas, and graduated from Washburn University in 1999 with a degree in mass media.
Immediately out of college, Cody joined the financial services arena as the director of marketing for a corporately owned, national field marketing organization. With a passion to pursue something larger and help others succeed, he and close friends David Callanan and Derek Thompson opened the doors to Advisors Excel in 2005, chasing a dream to redefine their industry.
Cody and his wife, Jennifer, were married in September 2001 and have two wonderful children, Dylan and Ella. Cody's involvement with his family and his responsibilities with Advisors Excel leave him limited time for other passions, but when such pockets are available, you'll find him pursuing his interest in real estate, tucked away in a great book or cheering on his beloved Kansas State University Wildcats.
David Callanan
Founder
David Callanan is a co-founder of Advisors Excel, the nation's leading independent marketing organization assisting independent insurance agents and financial advisors around the country.
David is a native of Benton, Kansas, a small town just northeast of Wichita. He earned a Bachelor of Arts in management and marketing from Washburn University in 1998, entering the financial services industry the following year.
David served as director of annuity sales for a large, corporately owned insurance marketing organization. Under his guidance, the company's annuity volume skyrocketed from roughly $400 million to just under $1 billion in 2004. Convinced that there was simply more possible, David joined college friends Derek Thompson and Cody Foster in 2005 and formed Advisors Excel.
David and his wife, Karlun, were married in September 2003 and have been blessed with two beautiful girls, Chloe and Jolie. A die-hard University of Kansas fan, you can often find David courtside, rooting for his Kansas Jayhawks when he isn't soaking up time with family or friends.
Our Community
Making an impact
We’re incredibly blessed as an organization and believe it is our duty to make a big impact on our community that helped us get to where we are. Every quarter, our employees take time from their workday to volunteer for one of the many organizations we partner with to serve within our five pillars of community engagement.
Children & Education
Poverty
Hunger
Financial Literacy
Mental Health