woman reviewing data woman reviewing data

Leadership

Meet our exceptional team of leaders.

Our leadership team is dedicated to delivering what matters to our Financial Professionals and their clients. We remain committed to a culture built on independence, integrity, professionalism and support for the entire Avantax family.

Todd Mackay – President of Wealth Management
fractal top

Leadership Team

"The Avantax Community of CPAs, tax professionals, tax-focused financial professionals and Home Office staff exists to help enable financial success by changing the way individuals and families plan and achieve their goals through tax-advantaged solutions."

Todd Mackay – President of Wealth Management

fractal bottom


Michael Kobs VP, Enterprise Relationships & Business Consulting
Michael Kobs
VP, Enterprise Relationships & Business Consulting


Prepare for your future with a complimentary, no-obligation financial plan.

Taking steps to further your financial goals is easy. Simply complete the short form below and a professional will connect with you.

I am a:

Tell us your financial goals: