//sean.davis
Role: Co Founder & National Sales Manager
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. This unique background helps him understand both the commercial and technical needs of financial advisers. Today, Sean leads sales and manages key strategic relationships.
//perry.bell
Role: Co Founder & Investor
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.
Today, Perry is an investor in Adviser CRM and plays an active advisory role within the business. He contributes to strategic planning, product direction, and key business decisions.
//dennis.nacino
Role: Head of Training & Support
With a background spanning frontline technical support, training leadership, and systems and project management, Dennis has a deep understanding of both user needs and business operations.
//sam.stemp
Role: Software Developer
Sam is a full-stack developer and is responsible for key deliverables to Adviser CRM, with a primary focus on complex and advanced enhancements. He is known for writing clean, well-structured code that keeps the platform running fast, efficient, and reliable as new features are introduced.
Sam delivers scalable solutions and handles technically challenging projects such as integrations, ensuring Adviser CRM continues to perform at a high level for all users.
//developer.x
Role: Lead Software Developer
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 plays a key role in the ongoing development of Adviser CRM, including core coding, user interface enhancements, and the delivery of special projects. In addition, he is responsible for managing all data migrations from external systems into Adviser CRM, ensuring a smooth and secure transition for new clients.
//mr.pops
Role: Head of Complaints
Mr Pops (a.k.a. Poppy Guy) is responsible for handling all complaints, maintaining office morale, and serving as the team’s official stress-relief specialist.
Despite his relaxed management style, he takes his role in promoting general happiness very seriously. 🐾