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: Chief Operating Officer
Based in: Bozeman, MT

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

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Title: Head of Business Operations
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: IT Technician
Based in: Bozeman, MT

Steph is AdvicePay’s IT Technician, where she is responsible for technology setup, management, and training […]

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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: Head of Sales
Based in: Bozeman, MT

After graduating from Montana State with a degree in Economics & Business Administration, Valerie started […]

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Title: Enterprise Sales Director
Based in: Bozeman, Montana

Sean is an Enterprise Sales Director and enjoys helping clients implement or expand their fee-for-service […]

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Title: Business Development Coordinator
Based in: Williamsburg, VA

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

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Title: Business Development Representative
Based in: Bozeman, MT

Serving as Advicepay’s Business Development Representative, Jesse plays a major role in helping financial professionals […]

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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: Vice President of Financial Planning Growth
Based in: Boston, MA

As AdvicePay’s Vice President of Financial Planning Growth, Bill serves as our fee-for-service and AdvicePay […]

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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: Senior Customer Success Manager
Based in: Bozeman, MT

As AdvicePay’s Senior Customer Success Manager, Drake is on a mission to help our enterprise […]

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Title: Customer Success 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: Customer Success Manager
Based in: Bozeman, MT

Lana is a Customer Success Manager at AdvicePay and loves helping enterprise users implement and […]

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Title: Customer Support Manager
Based in: Bozeman, MT

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

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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
Based in: Jersey City, New Jersey

Justin is a Happiness Ally at AdvicePay and loves delighting our users by answering their […]

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Title: Happiness Ally
Based in: Florence, South Carolina

As a Happiness Ally, Géa is deeply rooted in helping our users become the happiest […]

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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: 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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