Avantax

        • Our Company
        • Learn about our culture and how our 30 year history has forged a new way for CPAs and Financial Professionals to work with Avantax

        • Legal
        • Legal forms, regulations, policies and the Avantax Disclosure Catalog

        • Leadership
        • Information on the benefits Avantax, and options in ways we serve CPAs and Financial Professionals

        • News
        • News and insights from industy professionals and thought leaders on the Avantax team

        • Join Us
        • Information on the benefits of the Avantax model, and what it can do for CPAs and Financial Professionals

        • About
        • Pioneering the future of comprehensive wealth management with a unique perspective on Tax-Smart Investing.

        • Philosophy
        • Our approach empowers Financial Professionals and their clients to make decisions based on holistic strategies

        • Support
        • Information on the Avantax steadfast support that absolutely ensures success for our entire community

        • For Clients
        • How the Avantax Wealth Management team will stand behind your Financial Profesional to help you address your personal and financial goals

        • Contact
        • Contact Avantax Wealth Management for support or more information

        • About
        • Learn how Avantax Planning Partners (formerly HKFS) provides services, products and support to CPAs and clients

        • Services
        • We focus on clients’ long-term financial goals and use our GPS (Guidance Planning Strategies) program to layout the plan

        • Asset Management
        • Avantax Planning Partners provide an independent, objective approach to asset management with your needs at the forefront

        • Contact
        • Contact Avantax Planning Partners (formerly HKFS) for support or more information

        • About
        • Learn how Avantax Retirement Plan Services (formerly HKFS Retirement) creates custom quality retirement plans and services supported by a tax-smart strategy

        • For Employees
        • Find out more about how our services can help bring peace of mind, knowing your retirement needs are being met

        • For Plan Sponsors
        • We offer a turnkey retirement plan solution designed to meet our client’s specific goals

        • Contact
        • Contact Avantax Planning Partners (formerly HKFS Retirement) for more information on creating and understanding a custom retirement plan

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.
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.

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

Dave-Bellando-1.jpg

Dave Bellando

VP, SOFTWARE DEVELOPMENT

Nate Biddick

VP, WEALTH MANAGEMENT GROWTH

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Aaron Brady

VP, PRODUCT MANAGEMENT

Andrew Duggan

VP, FINANCE

Casey Griffin

VP, COMPLIANCE

Mike Holmes

CHIEF MARKETING OFFICER

Michael Kobs

VP, Enterprise Relationships & Business Consulting

Dan Kocher

VP, SERVICE EXCELLENCE

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