ADVYZON CONSULTING
Meet the team behind our Advyzon CRM Consulting & Implementation package—bringing deep operational knowledge, hands-on experience, and a passion for helping fee-only advisors build efficient, client-centric firms.
Alex Doyle, CFP
Alex Doyle, CFP®, sees advisory firms as orchestras—with each role, system, and workflow playing a vital part in delivering harmony to the client experience. His work focuses on helping firms fine-tune their operations so they can perform with clarity, and purpose—freeing up time and energy for what matters most: their clients.
Over the last decade, Alex progressed from various supporting roles at financial planning firms, to becoming a two-time recipient of the Five Star Wealth Manager award. He has served on several financial planning–focused boards, including the Board of the Financial Planning Association of Greater Rochester. Within his first year after graduating from a CFP® Board–registered financial planning program, Alex passed the Series 65, Series 63, Series 7, and the New York State Life, Accident, and Health Insurance Broker & Agent licensing exams. In 2018, he became one of the youngest professionals in the country to pass the CFP® certification exam.
In his former roles, he worked closely with teams from acquired firms, helping them transition to the larger firm’s systems, tools, and workflows. This shift was often overwhelming for the smaller firm, leaving advisors bogged down by busy work and unable to provide the level of service they wanted to—and that their clients deserved. During this time, one thing remained clear: while advisors are deeply committed to their clients, they often lack the systems and workflows that truly support that mission. Alex realized he could make a greater impact not just by serving clients directly, but by helping entire firms serve more people, more effectively.
Alex believes the biggest barrier to growth and retention isn’t effort or ability—it’s the time and energy lost to inefficient, outdated, or unclear processes. By designing better workflows and simplifying day-to-day operations, he helps firms reduce unwanted noise, scale with confidence, and focus on what matters most: delivering exceptional service to their clients.
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Owen Bentley - Process Systems Engineer
Owen Bentley is joining the team as a Process Systems Engineer, bringing a strong background in computer science, IT support, and operational efficiency. A graduate of the University of Connecticut with a bachelor’s degree in Computer Science & Engineering, Owen has hands-on experience transforming complex systems into streamlined, reliable processes.
In his previous roles, Owen supported both manufacturing operations and IT functions, working across inventory management, systems auditing, and technical support. His experience improving data accuracy, refining workflows, and implementing structured solutions reflects a detail-oriented approach that aligns closely with the firm’s mission to streamline and elevate advisory operations.
Excited to grow in the financial services industry, Owen sees this role as an opportunity to merge his technical foundation with real-world process improvement. He is eager to keep learning, developing new skills, and applying his systems mindset to support Village's mission of helping advisory firms operate with clarity, efficiency, and confidence.
Based in Connecticut, Owen enjoys spending time with his cats and is actively involved in professional esports.
Annie Rathjen - RIA Systems & Process Associate
Annie is an RIA Systems & Process Associate at Village Financial Services, with expertise in workflow management, CRM optimization, client communication, and back-office administration. Annie helps advisory teams streamline operations and focus on what matters most: their clients.
In her role, Annie turns complex, inconsistent processes into clean, repeatable systems, primarily leveraging Advyzon CRM and other operational tools. She develops and maintains process documentation, builds scalable workflows, coordinates projects, and ensures system integrity across advisory practices. Her work allows firms to operate more efficiently, reduce busywork, and deliver a higher level of client service.
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Passionate about structure, precision, and continuous improvement, Annie thrives on creating clarity out of complexity. She enjoys supporting advisors with the tools, processes, and organization needed to grow their practices while minimizing operational friction.