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.
Alex Sauickie
Title: CEO of AdvicePay
Based in: Jackson, NJ
Alex has made a career out of helping companies to grow and navigate the challenges […]
Read MoreAlan Moore, MS, CFP®
Title: 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 MoreMary Moore
Title: Head of Product and Development
Based in: Bozeman, MT
Mary leads the ongoing product development of AdvicePay. Since she holds a degree in Financial […]
Read MoreLucy Robeson, CFP®
Title: Head of Business Operations
Based in: Bozeman, MT
Lucy uses her leadership skills to guide the AdvicePay team, while implementing the company vision, […]
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: IT Technician
Based in: Bozeman, MT
Steph is AdvicePay’s IT Technician, where she is responsible for technology setup, management, and training […]
Read MoreMeghan Rauber, SHRM-SCP
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 MoreAidan Hockett
Title: Business & Financial Analyst
Based in: Bozeman, MT
Aidan is AdvicePay’s Business & Financial Analyst. A Denver University graduate with a degree in […]
Read MoreValerie Gravage
Title: Head of Sales
Based in: Bozeman, MT
After graduating from Montana State with a degree in Economics & Business Administration, Valerie started […]
Read MoreSean Fannon
Title: Enterprise Sales Director
Based in: Bozeman, MT
Sean is an Enterprise Sales Director and enjoys helping clients implement or expand their fee-for-service […]
Read MoreJesse Hoffmann
Title: Business Development Representative
Based in: Bozeman, MT
Serving as Advicepay’s Business Development Representative, Jesse plays a major role in helping financial professionals […]
Read MoreRuth Doyle
Title: Business Development Coordinator
Based in: Williamsburg, VA
As AdvicePay’s Business Development Coordinator, Ruth serves an important role focused on boosting productivity and […]
Read MoreJoseph Spencer
Title: Sales Intern
Based in: Bozeman, MT
Meet Jospeh, our spirited sales intern extraordinaire! Currently pursuing a business degree at Montana State […]
Read MoreShannon Beck
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 […]
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 Intern
Based in: Bozeman, MT
Tashi is AdvicePay’s energetic marketing intern with a passion for adventure! Right out of Montana […]
Read MoreKelsey Lewis
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 […]
Read MoreDrake Bonin
Title: Senior Customer Success Manager
Based in: Bozeman, MT
As AdvicePay’s Senior Customer Success Manager, Drake is on a mission to help our enterprise […]
Read MoreLaRonda Mays-Soles
Title: Senior Customer Success Manager
Based in: Raleigh, NC
LaRonda is AdvicePay’s Senior Customer Success Manager hailing from beautiful Raleigh, North Carolina. With a […]
Read MoreAshley Rumschlag
Title: Customer Support Manager
Based in: Bozeman, MT
As AdvicePay’s Customer Support Manager, Ashley leads our team of Happiness Heroes. As a seasoned […]
Read MoreAlice Hossfeld
Title: Happiness Ally
Based in: San Diego, CA
As a Happiness Ally, Alice is excited to help our users and answer any questions […]
Read MoreGéa Bines
Title: Happiness Ally
Based in: Florence, SC
As a Happiness Ally, Géa is deeply rooted in helping our users become the happiest […]
Read MoreTisa Olson
Title: Happiness Ally
Based in: Brookings, SD
Tisa is our energetic and dance-loving Happiness Ally! With a background in Exercise Science & […]
Read MoreJaleesa John
Title: Happiness Ally
Based in: Tampa, FL
Jaleesa is a tech-savvy Happiness Ally who’s here to supercharge your experience on the AdvicePay […]
Read MoreKalia Vang
Title: Customer Success Associate
Based in: Sheboygan, WI
As AdvicePay’s Customer Success Associate, Kalia enjoys sprinkling a little bit of happiness onto our […]
Read MoreHonor Randall
Title: Product Owner
Based in: Bozeman, MT
Honor is excited to help AdvicePay users make the most out of our platform to […]
Read MoreAaron Lindstrom
Title: Lead Developer
Based in: Monument, CO
As AdvicePay’s Lead Developer, Aaron spends his days squashing bugs, cranking through code, and leading […]
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 MoreJason Cheng
Title: Software Developer
Based in: Chicago, IL
As part of AdvicePay’s dev team, Jason uses his skills to fix bugs and develop […]
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 […]
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