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, Practice Management Consultant
Based in: Bozeman, MT

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

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Title: Business Development
Based in: Bozeman, MT

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

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Title: Happiness Hero
Based in: Bozeman, MT

Erika is the reason you’ll keep smiling, even in the (rare) event you have an […]

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Title: Happiness Hero
Based in: Bozeman, MT

As part of the Happiness Hero team, John uses his customer service skills to build […]

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Title: Lead Marketing Specialist
Based in: Bozeman, MT

As part of the Marketing Team, Shannon uses her creative skills to help folks learn […]

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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: Director of Engineering
Based in: Belgrade, MT

Officially, Joe leads the Development Team of AdvicePay. Unofficially, his job is to ensure that […]

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Title: Software Developer
Based in: Bozeman, MT

If you’re a fan of the AdvicePay app, Kevin is your unsung hero. As part […]

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Title: Lead Developer
Based in: Boulder, CO

Isaac comes from a family line of programmers, which may have had something to do […]

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Title: Lead Designer
Based in: Sydney, Australia

Daniel is responsible for the look and design of the AdvicePay product, ensuring our subscribers […]

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Title: Chief Information Security Officer
Based in: Springfield, MA

Emily oversees the construction and management of AdvicePay’s complex data security approach, keeping us current […]

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Title: Director of Operations
Based in: Bozeman, MT

Travis’ eclectic leadership, education and experience makes him the perfect person to steer the daily […]

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