Shannon Beck

Shannon is the Head of Sales and Marketing at AdvicePay, a strategic leader blending creativity with data-driven insights. Her focus centers around the trifecta of people, process, and platform, believing success comes from empowering teams, streamlining operations, and leveraging the right tools (like AdvicePay itself!) Shannon has been with AdvicePay since 2019, playing a pivotal role in its growth, including bringing AdvicePay to some of the largest RIAs and broker-dealers in the industry.

Her background includes experience in both the tech world and continuing education for financial professionals, giving her a deep understanding of the market she now serves. Now leading the sales and marketing team, she's focused on creating a cohesive strategy that drives customer acquisition and builds brand awareness. When she's not championing AdvicePay, Shannon enjoys experimenting with new recipes, tackling the ongoing (and seemingly never-ending!) remodels to her house, and exploring the Montana outdoors with her husband.