Cassie Jackson

Cassie plays a vital role in AdvicePay's enterprise sales, partnering with large RIAs and Broker-Dealers to help them successfully launch and scale their fee-for-service financial planning models. Her background in business finance is impressive: She founded and sold a for-profit company, launched a nonprofit, and worked in financial services before joining AdvicePay. She collaborates closely with industry leaders and the AdvicePay product team to ensure the platform evolves with the needs of enterprise customers. Cassie’s work has played a key role in helping over half of the top 25 Broker-Dealers embrace fee-for-service financial planning.

Outside of work, she enjoys exploring Montana’s great outdoors with her family and is deeply committed to suicide prevention efforts, a cause close to her heart. Passionate about modernizing financial services, she’s proud to be part of a team driving meaningful change in the industry.