Our Team


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 users scale fee-for-service financial planning at their firms. Equipped with an MBA in Innovation & Entrepreneurship from Santa Clara University, Drake has a passion for helping our customers get the most out of AdvicePay and grow their businesses. One of Drake’s favorite ways to give back to the community is by volunteering with the Gallatin Valley Food Bank. When he’s not spending time with his wife and cocker spaniel (Ella), he loves to try new recipes and has a life goal of hitting every US National Park!