AdvicePay Financial Advisor Community Blog

Shannon Beck

Shannon Beck
In her role, Shannon oversees all aspects of AdvicePay’s marketing and brand communications. Her experience in marketing for continuing education and tech companies means that she’s both a learner and a teacher through her work. When she’s not using her creative skills to help folks learn about AdvicePay and how to get the most out of it, you can find her kayaking, camping, and trying out new recipes with her husband. Born in Baltimore, she’s still an avid Raven’s fan, cheering from Montana.
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Recent Posts

AdvicePay Success Stories: Integrated Wealthcare

August 20, 2020 By: Shannon Beck

Integrated WealthCare is a multi-specialty wealth management firm, serving the unique needs of physicians and medical professionals. They have over fifteen years of experience guiding physicians in the development of personal financial success, designing...

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Topics: User Experience, Case Studies

Success Stories: Chad Chubb, CFP®, CSLP®, WealthKeel LLC

July 21, 2020 By: Shannon Beck

Chad Chubb is a Certified Financial Planner™, Certified Student Loan Professional™, and the founder of WealthKeel and lead advisor.

He’s passionate about working with physicians and their families to create financial plans that take complex money-issues...

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Topics: Case Studies

Success Stories: Kaleb Paddock, CFP®, Ten Talents Financial Planning, LLC

June 25, 2020 By: Shannon Beck

Kaleb Paddock, CFP®, is the Founder of Ten Talents Financial Planning. Founded in August 2018 in Parker, Colorado, Ten Talents Financial Planning is rooted deep in bringing confidence and clarity to their clients' financial situation. As a fiduciary and...

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Topics: Case Studies

Overnight Innovation: Ship-It Day

October 09, 2019 By: Shannon Beck

At AdvicePay, we are always looking for new ways to challenge ourselves and improve our current processes. One way we accomplish this is by hosting a "Ship-It Day" twice a year. 

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Topics: AdvicePay Culture