Avantax

1 follower


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

Industries

Headquarters

Stage

Employees

Links

Org chart

Todd Mackay
President, Avantax Wealth Management
Louie Rosalez
SVP, Avantax Planning Partners
Tim Stewart
VP, Business Development
Nate Biddick
VP, Community & Advisor Engagement
Melissa Loner
Chief Compliance Officer
Andrew Duggan
VP, Finance
Andy Watts
VP, Planning & Growth Solutions
Holly Manton
VP, Product Management
Dan Kocher
VP, Service Excellence
Suman Aluru
VP, Software Engineering
Beckey Woodard Cole
Chief Human Resource Officer
Tabitha Bailey
Chief Legal Officer
Blynn Austin
VP, Communications
Jennifer Hutchins
Co-Chief Investment Officer