Leadership — Avantax® Wealth Management

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, Avantax Wealth Management

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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, Avantax Wealth Management

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Chris Walters, Chief Executive Officer

Chris Walters
Chief Executive Officer

Todd Mackay, President of Wealth Management

Todd Mackay
President, Avantax Wealth Management

Suman Aluru VP, SOFTWARE ENGINEERING

Suman Aluru
VP, Software Engineering

Nate Biddick VP, Community & Advisor Engagement

Nate Biddick, CFP^®
VP, Community & Advisor Engagement

Andrew Duggan VP, FINANCE

Andrew Duggan
VP, Finance

Christine Golden, VP, Marketing

Christine Golden
VP, Marketing

Michael Kobs VP, Enterprise Relationships & Business Consulting

Michael Kobs
VP, Enterprise Relationships & Business Consulting

Dan Kocher VP, SERVICE EXCELLENCE

Dan Kocher
VP, Service Excellence

Melissa Loner, VP, Compliance

Melissa Loner
VP, Compliance

Holly Manton VP, Product Management

Holly Manton
VP, Product Management

Louie Rosalez, President, Avantax Planning Partners

Louie Rosalez
President, Avantax Planning Partners

Tim Stewart, CFP® VP, BUSINESS DEVELOPMENT

Tim Stewart, CFP^®
VP, Business Development

Wendy W. Walton, Esq. VP, GENERAL COUNSEL

Wendy W. Walton, Esq.
VP, General Counsel

Andy Watts, CFP® VP, Planning & Growth Solutions

Andy Watts, CFP^®
VP, Planning & Growth Solutions