A Quality Platform Comes from Quality People
It takes an amazing team of people to imagine, create, share, and support the AdvicePay platform. We’re proud to introduce these folks to you as part of your team in support of your success.
Interested in joining us? Check out our Careers page for current openings.
Alan Moore, MS, CFP®
Title: CEO & Co-Founder/Owner
Based in: Bozeman, MT
When life hands you limes, make margaritas. Alan’s entrepreneur journey began in 2012 after he […]
Read MoreMichael Kitces, CFP®, MSFS, MTAX, ChFC, RHU, REBC, CASL, CLU
Title: Co-Founder/Owner
Based in: Reston, VA
Michael is a nationally recognized expert and thought leader in the financial planning industry and […]
Read MoreKelsey Lewis
Title: President
Based in: Bozeman, MT
Kelsey serves as the President of AdvicePay. Equipped with an MBA from the University of […]
Read MoreSean Fannon
Title: Relationship Manager
Based in: Bozeman, MT
Sean is a Relationship Manager at AdvicePay and enjoys helping clients implement or expand their […]
Read MoreKalia Vang
Title: Customer Success Manager
Based in: Sheboygan, WI
As AdvicePay’s Customer Success Manager, Kalia enjoys sprinkling a little bit of happiness onto our […]
Read MoreKrista Thibodeau
Title: Customer Success Manager
Based in: Pensacola, FL
Equal part consultant, project manager, and trainer— Krista’s role as a Customer Success Manager makes […]
Read MorePaulina Baluck
Title: Customer Success Enablement Manager
Based in: Austin, TX
Paulina, our Customer Success Enablement Manager, helps optimize processes and tools to empower our team […]
Read MoreAshley Rumschlag
Title: Customer Support Manager
Based in: Bozeman, MT
As AdvicePay’s Customer Support Manager, Ashley leads our team of Customer Support Representatives. As a […]
Read MoreAlice Hossfeld
Title: Customer Support Lead
Based in: San Diego, CA
As AdvicePay’s Customer Support Lead, Alice is excited to help our customers and answer any […]
Read MoreGéa Bines
Title: Customer Support Representative
Based in: Florence, SC
As a Customer Support Representative, Géa is deeply rooted in helping our customers optimize their […]
Read MoreJaleesa John
Title: Customer Support Representative
Based in: Tampa, FL
Jaleesa is a tech-savvy Customer Support Representative who’s here to supercharge your experience on the […]
Read MoreTisa Olson
Title: Customer Support Representative
Based in: Brookings, SD
Tisa is our energetic and dance-loving Customer Support Representative! With a background in Exercise Science […]
Read MoreShannon Beck
Title: Head of Sales & Marketing
Based in: Bozeman, MT
Shannon is AdvicePay’s Head of Sales and Marketing. In her role, she leads the company’s […]
Read MoreCassie Jackson
Title: Strategic Account Executive
Based in: Bozeman, MT
Cassie stands as a true advocate for financial empowerment and within her role as AdvicePay’s […]
Read MoreJesse Hoffmann
Title: Account Executive
Based in: Bozeman, MT
Serving as AdvicePay’s Account Executive, Jesse plays a major role in helping financial professionals learn […]
Read MoreJoseph Spencer
Title: Jr. Account Executive
Based in: Bozeman, MT
Joseph’s genuine passion for connecting with people shines through in every interaction, effortlessly cultivating meaningful […]
Read MoreRuth Doyle
Title: Sales Operations Coordinator
Based in: Williamsburg, VA
As AdvicePay’s Sales Operations Coordinator, Ruth serves an important role focused on boosting productivity and […]
Read MoreEmily James
Title: Product Marketing Manager
Based in: Richmond, VA
As our Product Marketing Manager, Emily is at the intersection between product, marketing, and sales […]
Read MoreKaitlyn Reiman
Title: Digital Marketing Strategist
Based in: Saint Paul, MN
As AdvicePay’s Digital Marketing Strategist, Kaitlyn plays a major role in implementing our marketing strategies […]
Read MoreTashi Sherpa
Title: Marketing Operations Specialist
Based in: Bozeman, MT
Tashi, AdvicePay’s Marketing Operations Specialist, brings a passion for adventure and a fresh perspective to […]
Read MoreTreston Wold
Title: Head of Finance
Based in: Bozeman, MT
Treston, AdvicePay’s Finance Director (and resident outdoor enthusiast), is the backbone of our financial operations. […]
Read MoreScott Doty
Title: Chief Information Security Officer
Based in: Bozeman, MT
As AdvicePay’s Chief Information Security Officer, Scott oversees our complex data security approach, mitigating risks […]
Read MoreSteph Clewis
Title: Jr. Information Security Officer
Based in: Bozeman, MT
Steph is AdvicePay’s Jr. Information Security Officer, where she is responsible for technology setup, management, […]
Read MoreCody Fingerson
Title: I.T. Intern
Based in: Bozeman, MT
Currently pursuing a computer science degree at Montana State University, our I.T. Intern Cody combines […]
Read MoreMeghan Rauber, SHRM-SCP, SPHR
Title: Human Resources Manager
Based in: Bozeman, MT
As AdvicePay’s Human Resources Manager, Meghan brings out the best qualities of our team members […]
Read MoreHonor Randall
Title: Product Owner
Based in: Bozeman, MT
Honor is AdvicePay’s Product Owner. With a passion for innovation and a keen eye for […]
Read MoreAaron Lindstrom
Title: Head of Engineering
Based in: Monument, CO
As AdvicePay’s Lead Developer, Aaron spends his days squashing bugs, cranking through code, and leading […]
Read MorePiyali Mody
Title: Senior Quality Assurance Engineer
Based in: Raleigh, NC
Piyali Mody is the driving force behind our platform’s reliability as the Senior Quality Assurance […]
Read MoreJoey Korzekwa
Title: Senior Developer
Based in: Colorado Springs, CO
Joey is part of AdvicePay’s Dev team and is responsible for building new features, squashing […]
Read MoreDavid Ayala
Title: Software Developer
Based in: San Fernando, CA
David is a Software Developer at AdvicePay and serves a major role in developing new […]
Read MoreJed Marasigan
Title: Software Developer
Based in: Santa Barbara, CA
Jed enhances our team with his expertise as a software developer, drawing from a solid […]
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