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: 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: Manager of Customer Experience
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: Enterprise Sales Manager
Based in: Bozeman, MT

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

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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: Senior Marketing Specialist
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: 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: Software Developer
Based in: Valrico, FL

As part of the dev team, Eric uses his knowledge of engineering principles and programming […]

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Title: Business Development Associate
Based in: Bozeman, MT

As a Champion of First Impressions, Isabelle is excited to help prospective users learn about […]

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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: 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: 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 Hero
Based in: Denver, CO

As a Happiness Hero, Stephen uses his customer service skills to build connections and summon […]

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Title: Director of Sales and Marketing
Based in: Bozeman, MT

Lena Haines is the Director of Sales and Marketing at AdvicePay and is widely known […]

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Title: Product Designer
Based in: Bozeman, MT

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

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