Avantax®

  • Careers
  • Careers

A Team Unlike Any Other

Avantax is driven by a passion to make people’s lives better, and our team is here to make a difference.

Unmatched Experience, Genuine Enthusiasm

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.

Avantax is driven by a passion to make people’s lives better, and our team is here to make a difference. We strive to create a balanced and friendly work environment where careers can flourish. Join our team of motivated individuals eager to make an impact.

BUSINESS STRATEGY
COMPLIANCE
FINANCE & ADMIN
HUMAN RESOURCES
INFORMATION TECH (IT)
LEGAL
MARKETING
NATIONAL SALES
OPERATIONS
TRAINING & EVENTS

LEADERSHIP TEAM

“We are more than a company. We’re a family, and we are dedicated to serving our clients with trust, hard work, and dedication. Your experience is of the utmost importance to us, and together we can help make your dreams, goals, and ambitions a reality.”

 

Todd Mackay – President

Todd Mackay

PRESIDENT OF WEALTH MANAGEMENT

Suman Aluru

VP, SOFTWARE ENGINEERING

Nate Biddick

VP, WEALTH MANAGEMENT GROWTH

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Aaron Brady

VP, PRODUCT MANAGEMENT

Andrew Duggan

VP, FINANCE

Mike Holmes

CHIEF MARKETING OFFICER

Michael Kobs

VP, Enterprise Relationships & Business Consulting

Dan Kocher

VP, SERVICE EXCELLENCE

Holly Manton

CHIEF of STAFF

Mike Pagano

VP, COMPLIANCE

Jamila Ramnanan, MBA

VP, HUMAN RESOURCES

Louie Rosalez

PRESIDENT, Avantax Planning Partners

Tim Stewart, CFP®

VP, BUSINESS DEVELOPMENT

Wendy W. Walton, Esq.

VP, GENERAL COUNSEL

Andy Watts, CFP®

VP, INVESTMENT SOLUTIONS