persons hands looking at graphs persons hands looking at graphs

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 Wealth Management
Read Full Bio
Headshot Aluru, Suman
Suman Aluru
VP, Software Engineering
Read Full Bio
Headshot Austin, Blynn
Blynn Austin
VP, Marketing & Communications
Read Full Bio
Headshot Biddick, Nate
Nate Biddick, CFP®
VP, Community & Advisor Engagement
Read Full Bio
Ivan Gruhl, CFA®
Ivan Gruhl, CFA®
VP, Co-Chief Investment Officer
Read Full Bio
Jennifer Hutchins Headshot
Jennifer Hutchins, CFA®
Co-Chief Investment Officer
Read Full Bio
Headshot Kobs, Mike
Michael Kobs
VP, Enterprise Relationships & Business Consulting
Read Full Bio
Headshot Kocher, Dan
Dan Kocher
VP, Service Excellence
Read Full Bio
Headshot Loner, Melissa
Melissa Loner
Chief Compliance Officer
Read Full Bio
Headshot Manton, Holly
Holly Manton, CFP®
VP, Product Management
Read Full Bio
Michael Molnar
Michael Molnar
SVP, Corporate Development, M&A and Succession Planning
Read Full Bio
Headshot Rosalez, Louie
Louie Rosalez
SVP, Avantax Planning Partners
Read Full Bio
Headshot Stewart, Tim
Tim Stewart, CFP®
VP, Business Development
Read Full Bio
Brian Walsh
Brian Walsh
VP, RIA Operational Development
Read Full Bio
Headshot Watts, Andy
Andy Watts, CFP®
VP, Planning & Growth Solutions
Read Full Bio
Samone Word
Samone Word
Principal, HR Business Partner
Read Full Bio