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/Owner
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: President
Based in: Bozeman, MT

Kelsey serves as the President of AdvicePay. Equipped with an MBA from the University of […]

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Title: Relationship Manager
Based in: Bozeman, MT

Sean is a Relationship Manager at AdvicePay and enjoys helping clients implement or expand their […]

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Title: Customer Success Manager
Based in: Sheboygan, WI

As AdvicePay’s Customer Success Manager, Kalia enjoys sprinkling a little bit of happiness onto our […]

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Title: Customer Success Manager
Based in: Pensacola, FL

Equal part consultant, project manager, and trainer— Krista’s role as a Customer Success Manager makes […]

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Title: Customer Success Enablement Manager
Based in: Austin, TX

Paulina, our Customer Success Enablement Manager, helps optimize processes and tools to empower our team […]

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Title: Customer Support Manager
Based in: Bozeman, MT

As AdvicePay’s Customer Support Manager, Ashley leads our team of Customer Support Representatives. As a […]

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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 […]

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Title: Customer Support Representative
Based in: Florence, SC

As a Customer Support Representative, Géa is deeply rooted in helping our customers optimize their […]

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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 […]

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Title: Customer Support Representative
Based in: Brookings, SD

Tisa is our energetic and dance-loving Customer Support Representative! With a background in Exercise Science […]

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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 […]

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Title: Strategic Account Executive
Based in: Bozeman, MT

Cassie stands as a true advocate for financial empowerment and within her role as AdvicePay’s […]

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Title: Account Executive
Based in: Bozeman, MT

Serving as AdvicePay’s Account Executive, Jesse plays a major role in helping financial professionals learn […]

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Title: Jr. Account Executive
Based in: Bozeman, MT

Joseph’s genuine passion for connecting with people shines through in every interaction, effortlessly cultivating meaningful […]

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Title: Sales Operations Coordinator
Based in: Williamsburg, VA

As AdvicePay’s Sales Operations Coordinator, Ruth serves an important role focused on boosting productivity and […]

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Title: Product Marketing Manager
Based in: Richmond, VA

As our Product Marketing Manager, Emily is at the intersection between product, marketing, and sales […]

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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 […]

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Title: Marketing Operations Specialist
Based in: Bozeman, MT

Tashi, AdvicePay’s Marketing Operations Specialist, brings a passion for adventure and a fresh perspective to […]

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Title: Head of Finance
Based in: Bozeman, MT

Treston, AdvicePay’s Finance Director (and resident outdoor enthusiast), is the backbone of our financial operations. […]

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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: Jr. Information Security Officer
Based in: Bozeman, MT

Steph is AdvicePay’s Jr. Information Security Officer, where she is responsible for technology setup, management, […]

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Title: I.T. Intern
Based in: Bozeman, MT

Currently pursuing a computer science degree at Montana State University, our I.T. Intern Cody combines […]

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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: Head of Product
Based in: Bozeman, MT

Mary leads our product team. Since she holds a degree in Financial Planning from the […]

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Title: Product Owner
Based in: Bozeman, MT

Honor is AdvicePay’s Product Owner. With a passion for innovation and a keen eye for […]

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Title: Product Owner
Based in: Pittsburgh, PA

Stacy Ruger, our Product Owner at AdvicePay, excels at turning visions into reality. With a […]

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Title: Head of Engineering
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 Quality Assurance Engineer
Based in: Raleigh, NC

Piyali Mody is the driving force behind our platform’s reliability as the Senior Quality Assurance […]

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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: 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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