Retirement Research, Education, and Planning
WHO WE ARE
Welcome to AE Retirement Solutions, where your Retirement Journey is our Top priority.
THE AE RETIREMENT SOLUTIONS RETIREMENT GUIDE
At AE Retirement Solutions, we believe that a well-crafted retirement plan is one that offers peace of mind and ensures your income lasts throughout your retirement years. Whether it’s through annuities or other financial strategies, our goal is to provide you with a retirement plan that gives you confidence in your future. We’re committed to helping you achieve a secure and fulfilling retirement, so you can focus on enjoying the life you’ve worked hard to build.
MEET THE TEAM
Adam Ellzey, CEO
Adam Ellzey, CEO of AE Retirement Solutions, has been a dedicated professional in financial services since 2012. With a background in business and marketing from Oklahoma State University, Adam specializes in retirement research, education, and planning. His focus is on creating personalized retirement plans that ensure financial security and peace of mind for his clients.
Adam prides himself on staying ahead of industry trends through continuous learning and active participation in training and conferences. Staying at the forefront of the ever-evolving financial landscape is crucial to Adam, enabling him to provide the best possible recommendations to meet his client’s retirement goals. He also shares his expertise by training advisors nationwide, helping them excel in retirement planning.
Based in Fayetteville, Adam balances his professional life with a strong commitment to community and outdoor activities. His passion for helping others achieve their retirement goals is matched by his dedication to providing the best possible guidance and solutions. Adam’s journey in the financial services industry has been both exciting and fulfilling, as it allows him to combine his passion for finance with his love for outdoor adventure and community engagement. He takes pride in positively impacting the lives of his clients and fellow advisors alike. If you are interested in exploring retirement planning options and elevating your financial practice to new heights, Adam looks forward to connecting with you. Together, you can chart a path to a secure and fulfilling retirement that aligns with your vision and aspirations. Adam looks forward to helping you secure a fulfilling and financially sound retirement.
Steve Gibson, CAS
Investment Advisor Representative
CEO of Gibson Capital and as an Investment Advisor Representative (IAR), Steve works solely on behalf of his clients in a Fiduciary capacity, which obligates him to act in the best interests of his clients.
With 12 years of experience in the financial industry, holding a bachelor’s degree in Business Finance, an insurance license, Series 65 license, as well as having the designation of a Certified Annuity Specialist®, he has the credentials to guide your financial path.
Steve makes sure his clients find the right financial solutions to fit their goals and needs regardless of what stage they are in life. Whether you are a Gen Zer or millennial looking to get a head start on your financial future, a Gen Xer looking to preserve but still grow your money as you prepare for retirement, or a baby boomer needing to guarantee a happy retirement by taking a lot of unnecessary risk off the table, Steve will customize a plan specifically for you depending on what your goals are and what you’re looking to accomplish.
Heather Schreiber, RICP
Heather Schreiber, RICP®, NSSA®, founder of HLS Retirement Consulting, has over 30 years of experience in the financial services industry and has worked with some of the finest organizations in the country, including Franklin Templeton Group of Funds, AXA Advisors, SunTrust Bank (now Truist), and other financial powerhouses. Her dedication has now taken a new, exciting direction as she joins The American College of Financial Sersvice’ Knowledge Hub+ platform as an industry expert, contributing her deep insights into Social Security and retirement planning.
She has dedicated her career to developing expertise in a wide range of retirement-related topics. From estate planning and retirement income distribution strategies to charitable giving, multi-generational planning, tax mitigation techniques, and IRS reporting issues, her breadth of knowledge is unparalleled.
Karl Jordan
Marketing Director
Karl Jordan brings over 15 years of experience in the marketing arena and has run a very successful online marketing agency for many years. Karl brings his technical and project management expertise to AE Retirement Solutions and is focused on increasing awareness and maximizing outreach to help educate clients and prospects on the invaluable services and offerings of AE Retirement Solutions. In addition, with his vast experience in different industries, vertical, and cultural demographics, Karl helps to create marketing strategies and content to educate and empower site visitors on the various Retirement and financial planning strategies to help them achieve their goals and to provide the resources and right team member to help them navigate their financial journey and retirement goals.
