Click on your state to meet your Avantax Regional Director
No matter where you work, Avantax provides the service and support you need to achieve your full potential. Our seven regions are led by long-time financial industry professionals dedicated to making your life as easy as possible while maintaining our high standards.
Regional Director, Business Development | Territory 1 - North Central
Region includes Washington, Oregon, Idaho, Montana, Colorado, Wyoming, Utah, North Dakota, South Dakota, Nebraska, Kansas, Minnesota, Iowa, Missouri
972.870.6246 | email@example.com
Brian works with financial professionals in the north central region to analyze their current business and determine how they can maximize their growth potential. Brian relies on over 15 years of industry experience to best position advisors for future success with Avantax Wealth Management. Brian holds a Bachelor of Science in Finance from Butler University and currently holds his Series 66 license.
Regional Director, Business Development | Territory 2 - West Coast
Region includes California, Nevada, Alaska, Hawaii
972.870.6150 | firstname.lastname@example.org
Alex recruits and works with tax-focused Financial Professionals to strengthen their value proposition with Tax-Smart Investing™. With more than 15 years of experience in financial services, Alex believes that the majority of financial planning is tax planning and that there is power with this holistic approach with clients. Alex has a Bachelor of Business Administration from the University of North Texas and holds his Series 7, 63 and 65 licenses.
Regional Director, Business Development | Territory 3 - South Central
Region includes Arizona, New Mexico, Texas, Oklahoma, Arkansas, Louisiana, Mississippi
817.403.3292 | email@example.com
Prior to joining the firm, Steve served as a Regional Vice President – Annuity Sales for several large financial services firms, including Securian and Nationwide. In these roles, he focused on helping financial advisors grow their business through targeted best practices and new sales ideas. Steve received his B.S. from Ohio University and holds his Series 6, 63 and Texas Life and Health Insurance Licenses. When he is not meeting with clients or advisors, Steve enjoys spending time with his wife, daughter and two dogs. When the opportunity presents itself, Steve enjoys getting out for a round of golf or to cheer on his beloved Cleveland Browns.
Regional Director, Business Development | Territory 4 - Southeast
Region includes Tennessee, Alabama, North Carolina, South Carolina, Georgia, Florida
972.870.6031 | firstname.lastname@example.org
Devon helps Tax Professionals and Financial Professionals across the southeast add investment services to their business. With a decade of experience, he helps prospective Financial Professionals understand the holistic planning and business development strategies they need to achieve success. Devon has a Bachelor of Business Administration from the University of Louisiana at Monroe, and currently holds his Series 7, 63 and 65 licenses, along with his Texas Life and Health Insurance Agent license.
Regional Director, Business Development | Territory 5 - Mid-Atlantic | Territory 6 - Northeast
Territory 5 - Mid-Atlantic region includes Pennsylvania, West Virginia, Virginia, Maryland, Delaware
Territory 6 - Northeast region includes New York, New Jersey, Vermont, New Hampshire, Maine, Massachusetts, Connecticut, Rhode Island
330.690.0604 | email@example.com
Samantha helps Tax Professionals throughout the mid-Atlantic region add financial services to their established tax practices, and assists Financial Professionals in determining if Avantax is the best partner for their future growth. She channels her 10+ years of experience in sales, sales support and client services to lead prospects throughout the due diligence. Samantha currently holds her Series 7, 63 and 65 licenses.
Regional Director, Business Development | Territory 7 - Great Lakes
Regions include Wisconsin, Michigan, Illinois, Indiana, Ohio, Kentucky
972.870.6092 | firstname.lastname@example.org
Justin is dedicated to providing prospective Financial Professionals with the due diligence and consultative advice they require to determine if Avantax Wealth Management is the right fit for their business. Justin has nearly two decades of experience providing comprehensive financial services analysis to clients and firms across the country. Justin has a degree from Lafayette College and currently holds his Series 7, 63 and 65 licenses.