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.

Title: CEO & Co-Founder of AdvicePay
Based in: Bozeman, MT

When life hands you limes, make margaritas. Alan’s entrepreneur journey began in 2012 after he […]

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Title: Co-Founder/Owner
Based in: Reston, VA

Michael is a nationally recognized expert and thought leader in the financial planning industry and […]

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Title: Managing Director
Based in: Bozeman, MT

Lucy uses her leadership skills to guide the AdvicePay team, while implementing the company vision, […]

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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 […]

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Title: Human Resources Manager
Based in: Bozeman, MT

As AdvicePay’s Human Resources Manager, Meghan brings out the best qualities of our team members […]

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Title: Business Analyst
Based in: Bozeman, MT

Aidan is AdvicePay’s Business Analyst. A Denver University graduate with a degree in Business Information […]

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Title: Senior Director of Sales
Based in: Bozeman, MT

Cassie helps prospective AdvicePay users understand how they can get the most out of the […]

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Title: Lead Business Development Associate
Based in: Bozeman, MT

As a Business Development Associate at AdvicePay, Andre loves helping people learn about AdvicePay and […]

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Title: Senior Director of Marketing
Based in: Bozeman, MT

In her role, Shannon oversees all aspects of AdvicePay’s marketing and brand communications. Her experience […]

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Title: Digital Marketing Strategist
Based in: Bozeman, MT

As AdvicePay’s Digital Marketing Strategist, Kaitlyn plays a major role in implementing our marketing strategies […]

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Title: Senior Director of Customer Success
Based in: Bozeman, MT

Equipped with an MBA from the University of Utah and extensive experience leading Customer Success […]

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Title: Enterprise Relationship Manager
Based in: Bozeman, MT

Honor is excited to help AdvicePay users make the most out of our platform to […]

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Title: Enterprise Relationship Manager
Based in: Bozeman, MT

Lana is a Happiness Champion (aka Relationship Manager) at AdvicePay and loves helping enterprise users […]

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Title: Senior Happiness Hero
Based in: Bozeman, MT

As part of the Happiness Hero team, Ashley delivers smart, thoughtful service to our users. […]

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Title: Happiness Ally
Based in: San Diego, CA

As a Happiness Ally, Alice is excited to help our users and answer any questions […]

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Title: Happiness Ally Intern
Based in: Sheboygan, WI

As AdvicePay’s Happiness Ally Intern, Kalia enjoys sprinkling a little bit of happiness onto our […]

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Title: Product Manager
Based in: Bozeman, MT

Mary leads the ongoing product development of AdvicePay. Since she holds a degree in Financial […]

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Title: Lead Developer
Based in: Monument, CO

As AdvicePay’s Lead Developer, Aaron spends his days squashing bugs, cranking through code, and leading […]

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Title: Senior Developer
Based in: Colorado Springs, CO

Joey is part of AdvicePay’s Dev team and is responsible for building new features, squashing […]

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Title: Software Developer
Based in: Chicago, IL

As part of AdvicePay’s dev team, Jason uses his skills to fix bugs and develop […]

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Title: Software Developer
Based in: San Fernando, CA

David is a Software Developer at AdvicePay and serves a major role in developing new […]

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AP Team
Ap Dev Team
AP Team 2020
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AP Team
Ap Dev Team
AP Team 2020
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