Leadership Team

The Leadership Team at Avantax is responsible for setting strategic direction and overseeing operational execution across all business models, ensuring alignment with the company’s goals of delivering tax-focused wealth management solutions. Comprising executives from various functional areas such as finance, human resources, compliance, and product management, the team collaborates to optimize marketing strategies, enhance service delivery, and foster growth within both the Avantax Wealth Management and Avantax Planning Partners models. Their leadership drives innovation and maintains high standards of excellence to support financial professionals and their clients effectively.