our story

our story

Built on expertise. Focused on your success.

Advent Advisory Group was founded in 2007 by Liz Everitt and Jean Vertefeuille with a commitment to personalized service, meaningful partnerships, and a workplace where people could thrive.

That foundation continues to shape our work today. We help health plans and healthcare organizations navigate complex quality, audit, and regulatory requirements with experienced professionals, careful analysis, and clear guidance.

Our expertise spans HEDIS® audits, Medicare data validation, accreditation support, and compliance services. We work closely with each client to understand their needs, validate performance, and identify opportunities for improvement.

Part of Alerion Advisors

Advent Advisory Group is part of Alerion Advisors, alongside Rebellis Group and Toney Healthcare. We bring specialized audit, compliance, and quality expertise to a broader platform spanning healthcare strategy, clinical services, and operational support.

This connection gives clients access to complementary capabilities as their needs evolve, while Advent continues to focus on the rigor, responsiveness, and personalized service that define our work.

Learn more about Alerion Advisors

our values

Client focus: Understand each client’s priorities and deliver attentive, responsive service.
Integrity: Bring honesty, objectivity, and care to every engagement.
Collaboration: Share knowledge and treat clients and colleagues with respect.
Excellence: Deliver thorough work that supports accurate reporting and informed decisions.
People: Support a workplace where individuals can grow and contribute their expertise.

Our Team

Jason Montrie

Chief Executive Officer

Dean Gutridge

Chief Revenue Officer

Karen Edwards

Chief Financial Officer

April Fleming

Chief Operating Officer

Jean Vertefeuille

President

Kristina Adrian

VP, Marketing

Peggy Ketterer

Senior Director, Business Development

What Our Clients Say

“[Our auditor] was superb; she worked very closely with me to lay out the best workplan for our organization.”

What Our Clients Say

“[Our auditor] was very knowledgeable and was able to tie back any issues to the tech specs and reporting requirements in a way that made it simple and easy to understand.”

What Our Clients Say

“[Our auditor] was especially helpful in navigating the new and difficult world of Marketplace requirements.”

What Our Clients Say

“[Our auditor] was superb; she worked very closesly with me to lay out the best workplan for our organization.”

What Our Clients Say

“Advent's goes above just making sure our data is submitted timely and correctly. They genuinely care about helping clients improve the way they engage members, providers and data to ensure that our members get the best quality of care and that our plan is regarded as such.”

What Our Clients Say

“I am very satisfied with the overall experience working with Advent!”

What Our Clients Say

“[Our auditor] was very knowledgeable and was able to tie back any issues to the tech specs and reporting requirements in a way that made is simple and easy to understand.”

What Our Clients Say

“Our questions are answered almost immediately. We feel like we are Advent's only client.”

What Our Clients Say

“From initial engagement to contracting to audit services, Advent has been professional and a good partner.”

What Our Clients Say

“[Our auditor] was especially helpful in navigating the new and difficult world of Marketplace requirements.”

What Our Clients Say

“I value the partnership and knowledge of our audit team. In addition to ensuring that we are doing what we need to do to make sure we are compliant, the knowledge that is provided helps us to improve year over year. This is especially helpful for our new organization.”

What Our Clients Say

“We have recommended Advent to other companies and consider Advent for any future projects where they can contribute.”

What Our Clients Say

“[Our auditor] spectacular to work with at every step of the reporting process.”

What Our Clients Say

"Wouldn't change anything."

What Our Clients Say

"The tools Advent uses for the audit help keep us on track and well organized."

What Our Clients Say

"Everything is perfect"

What Our Clients Say

"Continue as is!"

What Our Clients Say

"Continue the great work and information sharing."

What Our Clients Say

"Continue to provide access to subject matter experts on new topics as they arise."

What Our Clients Say

"I value the partnership. While I recognize Advent's role as the auditor, I always feel like we can problem solve and make things better together."

What Our Clients Say

“[Our auditor] was superb; she worked very closely with me to lay out the best workplan for our organization.”

What Our Clients Say

“[Our auditor] was very knowledgeable and was able to tie back any issues to the tech specs and reporting requirements in a way that made it simple and easy to understand.”

What Our Clients Say

“[Our auditor] was especially helpful in navigating the new and difficult world of Marketplace requirements.”

What Our Clients Say

“[Our auditor] was superb; she worked very closesly with me to lay out the best workplan for our organization.”

What Our Clients Say

“Advent's goes above just making sure our data is submitted timely and correctly. They genuinely care about helping clients improve the way they engage members, providers and data to ensure that our members get the best quality of care and that our plan is regarded as such.”

What Our Clients Say

“I am very satisfied with the overall experience working with Advent!”

What Our Clients Say

“[Our auditor] was very knowledgeable and was able to tie back any issues to the tech specs and reporting requirements in a way that made is simple and easy to understand.”

What Our Clients Say

“Our questions are answered almost immediately. We feel like we are Advent's only client.”

What Our Clients Say

“From initial engagement to contracting to audit services, Advent has been professional and a good partner.”

What Our Clients Say

“[Our auditor] was especially helpful in navigating the new and difficult world of Marketplace requirements.”

What Our Clients Say

“I value the partnership and knowledge of our audit team. In addition to ensuring that we are doing what we need to do to make sure we are compliant, the knowledge that is provided helps us to improve year over year. This is especially helpful for our new organization.”

What Our Clients Say

“We have recommended Advent to other companies and consider Advent for any future projects where they can contribute.”

What Our Clients Say

“[Our auditor] spectacular to work with at every step of the reporting process.”

What Our Clients Say

"Wouldn't change anything."

What Our Clients Say

"The tools Advent uses for the audit help keep us on track and well organized."

What Our Clients Say

"Everything is perfect."

What Our Clients Say

"Continue as is!"

What Our Clients

"Continue the great work and information sharing."

What Our Clients Say

"Continue to provide access to subject matter experts on new topics as they arise."

What Our Clients Say

"I value the partnership. While I recognize Advent's role as the auditor, I always feel like we can problem solve and make things better together.

"

Advent Advisory Group Corporate Offices

Phone: 877.237.0190

13725 Metcalf Ave, Box 321

Overland Park, KS 66223

HEDIS® is a registered trademark of the National Committee for Quality Assurance (NCQA). HEDIS Compliance Audit™ is a trademark of the National Committee for Quality Assurance (NCQA).

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