Avantax
Megan Karch holds multiple Agile certifications, including SA, CSP, CSaSP, CSM, and CSPO, and has significant experience in Agile coaching and Scrum Master roles across various organizations. Currently serving as an Agile Coach and Senior Scrum Master at Avantax Wealth Management® since October 2022, Megan previously worked as an Agile Consultant/Coach at Celerity and a Junior Agile Coach at ClearlyAgile. Megan's background includes roles at Honeyfund.com, It Works! Global, American Express, and Wolters Kluwer, demonstrating a consistent focus on Agile methodologies, team coaching, and enhancing organizational Agile practices from the enterprise level to team-specific implementations. Prior experience in account management and business analysis complements a comprehensive understanding of stakeholder communication and project management in diverse environments.
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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 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