Are you aware that you have the capability to streamline billing on held-away accounts using AdvicePay and Pontera? Your expertise in advising on 401(k) retirement plans deserves proper compensation, even when direct billing to the plan isn't feasible....
Jesse Hoffmann
Serving as AdvicePay’s Business Development Representative, Jesse plays a major role in helping financial professionals learn how AdvicePay can help them grow their businesses and better serve their clients. Before joining our team, Jesse led an impressive career as a retail business manager. Outside of the office, you can find Jesse watching a Montana State University football game, playing with his kids, and throwing the ball for his dog Mabel.