Our team includes people who have worked directly in financial advice and understand the operational realities.
The people behind Adviser CRM
Industry experience meets practical technology.
We are a focused team combining financial-advice experience, client support, relationship management and software engineering. That mix helps us build a CRM that understands how advisers actually work.
Advice-industry experience
Hands-on client support
Long-term product thinking
ACOne teamBuilt around advisers
Training, onboarding, support and product feedback are treated as part of the same relationship.
Product decisions balance immediate client needs with platform quality, reliability and future growth.
Meet the team
Different strengths. One shared focus.
Each person brings a different perspective, but everyone is working toward the same goal: making Adviser CRM more useful, dependable and valuable for the advisers who rely on it.
Sales & Product Lead
Sean Davis
Sean spent 18 years as a financial adviser before selling his business in 2016. He combines deep industry knowledge with experience in technology startups and holds several patents, reflecting his passion for innovation and process improvement.
That background helps him understand both the commercial and technical needs of financial advisers. Today, Sean leads sales and manages key strategic relationships.
Investor & Business Adviser
Perry Bell
Perry brings over 20 years of experience as a successful financial adviser, having built and operated his own advisory business before selling it in 2025.
He is an investor in Adviser CRM and plays an active advisory role in strategic planning, product direction and key business decisions.
Operations Manager
Dennis Nacino
Dennis brings over 19 years of experience across technical support, training and business systems. He leads client training and onboarding, and manages support requests through to resolution.
His background across frontline support, training leadership, systems and project management gives him a deep understanding of both user needs and business operations.
Business Development Manager
Kyra Santulio
Kyra brings 10 years of experience in customer service and client relationship management, with a strong focus on business development and lead generation.
Her background spans customer relations, sales lead generation, marketing coordination and client communications.
Lead Software Developer
Developer X
Developer X is an experienced developer who has been part of our team for approximately five years and prefers to maintain a low public profile.
He leads core coding, user-interface improvements, special projects and the secure migration of client data from external systems into Adviser CRM.
Software Developer
Sam Stemp
Sam is a full-stack developer responsible for key deliverables, with a primary focus on complex and advanced enhancements.
He develops scalable solutions and handles technically demanding work such as integrations, helping the platform remain fast, efficient and reliable as new features are introduced.
How we work
Small enough to stay close. Experienced enough to deliver.
We do not separate product, support and client relationships into distant silos. What we hear from advisers influences what we improve, how we train and what we build next.
Office culture
Head of ComplaintsMr Pops
Mr Pops, also known as Poppy Guy, is responsible for handling all complaints, maintaining office morale and serving as the team’s official stress-relief specialist.
His specialties include meditation, conflict resolution and chasing the ball in the office. Despite his relaxed management style, he takes his role in promoting general happiness very seriously.
“Every serious software company needs someone focused on morale.”
See how Adviser CRM could work for your business.
Book a one-on-one demonstration and see how Adviser CRM can support your advice business.