Avantax helps financial firms grow their client base & optimize marketing spend & mix, through conAvantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting their goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. They have two distinct, but related, models within their business: the independent Financial Professional model and the employee-based model. They refer to their independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. They refer to their employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.version-focused SaaS platforms

Finance

Avantax

Jennifer Hutchins

Louie Rosalez

Blynn Austin

Andy Watts

Holly Manton

Dan Kocher

Suman Aluru

Tim Stewart

Nate Biddick

Melissa Loner

Leadership Team

Investment and Finance Team

Human Resources and Compliance Team

Avantax

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Teams

Leadership Team

Investment and Finance Team

Human Resources and Compliance Team

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