Avantax Executive and Leadership Team

Jeffrey Buchheister, the Chief Financial Officer at Avantax, manages the fiscal health and capital allocation strategies of the organization. Overseeing financial reporting, budgeting, and treasury functions, the Chief Financial Officer ensures operational efficiency and regulatory compliance. This leadership role involves providing the executive team with critical insights into revenue growth and cost management. By optimizing the financial infrastructure, Jeffrey Buchheister supports the firm's ability to scale its tax-smart financial services platform. The Chief Financial Officer maintains rigorous oversight of corporate investments and capital structure to ensure stability in a fluctuating market. Through precise financial planning, Buchheister enables the company to pursue strategic growth opportunities while protecting shareholder value. This role requires constant coordination with the Board to maintain transparency and fiscal discipline, ultimately securing the long-term financial viability of the entire independent advisor network.

Louie Rosalez, the President at Avantax, directs the overall business strategy and operational performance of the firm. Overseeing the execution of the company's mission to provide tax-smart financial services, the President ensures that all departments remain focused on supporting independent advisors. This leadership role involves setting the long-term vision and driving growth across the national network. By fostering strong relationships with key stakeholders, Louie Rosalez maintains the firm's position as a leader in the financial services industry. The President coordinates with the executive team to identify new market opportunities and enhance the value proposition for tax and non-tax professionals. Through decisive leadership, Rosalez ensures that the organization remains agile and responsive to the changing needs of clients. This role requires a deep understanding of the intersection between tax planning and wealth management to drive sustainable success for the entire enterprise.

Timothy Stinson, the President, Cetera Wealth Services at Avantax, directs the expansion and service delivery of the wealth management division. Overseeing the development of investment platforms, the President, Cetera Wealth Services ensures that advisors have access to robust tools for client portfolio management. This leadership role involves architecting strategies that integrate wealth management with the firm's core tax-smart philosophy. By driving innovation in service offerings, Timothy Stinson supports the growth of the advisor network and enhances client outcomes. The President, Cetera Wealth Services collaborates with other leaders to ensure that wealth management initiatives align with the broader corporate goals. Through the implementation of scalable solutions, Stinson enables advisors to provide comprehensive financial services to a diverse client base. This focus on wealth management excellence strengthens the firm's market position and supports the long-term success of independent financial professionals across the country.

Ruth Papazian, the Chief Marketing Officer at Avantax, directs all brand positioning and growth initiatives for the firm. Overseeing the development of marketing collateral for tax and non-tax professionals, the Chief Marketing Officer ensures consistent messaging across the national network. This leadership role involves architecting digital campaigns that highlight the unique tax-smart value proposition of the company. By analyzing market trends and advisor needs, Ruth Papazian drives engagement and strengthens the competitive standing of the organization. The Chief Marketing Officer collaborates with product teams to align promotional strategies with the evolving requirements of independent financial advisors. Through data-driven outreach, Papazian expands the reach of the brand, ensuring that the firm remains the premier choice for professionals seeking integrated tax and financial services. This strategic focus supports long-term brand equity and advisor recruitment efforts across the entire enterprise.

Jenifer Kerr, the Chief Human Resources Officer at Avantax, directs talent acquisition, organizational development, and corporate culture initiatives. Overseeing the recruitment of top-tier professionals, the Chief Human Resources Officer ensures the firm attracts individuals capable of supporting the complex needs of tax and financial advisors. This leadership role involves designing performance management systems that reward excellence and foster professional growth. By implementing comprehensive training programs, Jenifer Kerr drives employee engagement and retention across the organization. The Chief Human Resources Officer collaborates with other executives to align human capital strategies with the broader mission of providing tax-smart financial services. Through the cultivation of an inclusive and high-performance work environment, Kerr strengthens the internal capabilities of the company. This focus on human capital ensures that the firm maintains the expertise necessary to support a diverse network of independent financial professionals nationwide.

Jordan Harness, the Tax Channel Chief of Staff at Avantax, coordinates strategic operations and cross-functional initiatives within the tax-focused business segment. Overseeing the execution of key projects, the Tax Channel Chief of Staff ensures alignment between the needs of tax professionals and the firm's service offerings. This leadership role involves streamlining communication between departments to accelerate the delivery of tax-smart financial solutions. By managing complex workflows, Jordan Harness drives operational efficiency and supports the growth of the tax channel. The Tax Channel Chief of Staff works closely with senior leadership to translate corporate objectives into actionable plans for the advisor network. Through meticulous project management, Harness facilitates the seamless integration of new tools and resources for tax practitioners. This role remains essential for maintaining the firm's competitive edge as the pioneer of tax-smart financial services in the modern market.