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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, 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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Michael Kobs VP, Enterprise Relationships & Business Consulting
Michael Kobs
VP, Enterprise Relationships & Business Consulting
Melissa Loner, VP, Compliance
Melissa Loner
VP, Compliance


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