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Leadership

Meet our exceptional team of leaders.

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

Leadership Team

Headshot Mackay, Todd
Todd Mackay
President, Avantax
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Headshot Aluru, Suman
Suman Aluru
VP, Software Engineering
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Headshot Austin, Blynn
Blynn Austin
VP, Marketing & Communications
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Dan Burkott
Dan Burkott
Chief Compliance Officer
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Ivan Gruhl, CFA®
Ivan Gruhl, CFA®
VP, Co-Chief Investment Officer
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Jennifer Hutchins Headshot
Jennifer Hutchins, CFA®
VP, Co-Chief Investment Officer
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Headshot Kobs, Mike
Michael Kobs
VP, Enterprise Relationships & Business Consulting
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Headshot Kocher, Dan
Dan Kocher
VP, Service Excellence
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Headshot Manton, Holly
Holly Manton, CFP®
VP, Product Management
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Michael Molnar headshot
Michael Molnar
Head of Corporate Development
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Headshot Rosalez, Louie
Louie Rosalez
SVP, Avantax Planning Partners
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Headshot Stewart, Tim
Tim Stewart, CFP®
VP, Business Development
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Brian Walsh
Brian Walsh
Chief of Staff & Head of Strategy & Execution
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Headshot Watts, Andy
Andy Watts, CFP®
VP, Planning & Growth Solutions
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Samone Word
Samone Word
Principal, HR Business Partner
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