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Avantax
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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 throu... Read more
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Louie Rosalez
SVP, Avantax Planning Partners
Tim Stewart
VP, Business Development
Nate Biddick
VP, Community & Advisor Engagement
Melissa Loner
Chief Compliance Officer
Andy Watts
VP, Planning & Growth Solutions
Holly Manton
VP, Product Management
Dan Kocher
VP, Service Excellence
Suman Aluru
VP, Software Engineering
Blynn Austin
VP, Communications
Jennifer Hutchins
Co-Chief Investment Officer