AdvicePay
As AdvicePay’s Chief Information Security Officer, Scott oversees our complex data security approach, mitigating risks and keeping us current on preventive measures. His degree in Management Information Systems from Auburn University and background in the financial services industry has enabled him to bring tremendous value to our team. Outside of work, you will catch Scott spending time with his family, coaching the Bozeman School’s Special Olympics Swim Team, or exploring the great outdoors.
AdvicePay
Established in 2016, AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial planning. Financial advisors benefit from efficient invoicing and payment workflows designed exclusively to support their businesses, including up-to-date compliance and data security management. Users can issue agreements for client e-signature, accept ACH and credit cards, bill hourly or one-time fees, or establish recurring retainer or subscription billing compliantly – all through the AdvicePay system.