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: Business Development 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: Happiness Hero Manager
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: Practice Management Consultant
Based in: Bozeman, MT

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

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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 Owner
Based in: Bozeman, MT

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

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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: 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: 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: 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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