Avantax Executive and Leadership Team

Jeffrey Buchheister, the Chief Financial Officer at Avantax, directs all fiscal operations and capital allocation strategies. Overseeing the financial health of the organization, the Chief Financial Officer ensures rigorous compliance with industry standards while supporting the growth of tax-smart financial services. This leadership role involves managing corporate budgets, forecasting revenue trends, and optimizing resource distribution across the independent network. By maintaining fiscal discipline, Jeffrey Buchheister directly impacts the long-term stability of the firm. Buchheister collaborates with the executive team to align financial goals with the broader mission of providing tax-advantaged investment advice. Through precise financial reporting and risk management, the Chief Financial Officer secures the necessary capital to fuel innovation in wealth management. Ultimately, Buchheister drives the financial performance required to sustain the competitive market position of the firm across North American operations.

Timothy Stinson, the President, Cetera Wealth Services at Avantax, directs the growth and service delivery of wealth management offerings. Overseeing the expansion of investment solutions, the President, Cetera Wealth Services ensures that independent professionals possess the tools required for comprehensive client support. This leadership role involves managing advisor relationships, developing new service models, and driving revenue growth within the wealth services division. By fostering a culture of excellence, Timothy Stinson directly impacts the quality of financial advice provided to clients. Stinson collaborates with the broader executive team to align wealth services with the tax-smart mission of the firm. Through strategic market expansion, the President, Cetera Wealth Services secures a larger share of the investment landscape. Ultimately, Stinson drives the performance of the wealth services arm, ensuring that advisors deliver consistent value across diverse market segments and client demographics.

Andrew Watts, the President, Cetera Tax Channel at Avantax, leads the strategic direction for tax-focused financial services. Overseeing the integration of tax and investment expertise, the President, Cetera Tax Channel ensures that professionals within the network provide holistic financial planning. This leadership role involves managing the tax channel's growth, recruiting top-tier talent, and refining the service model to meet the unique needs of tax-focused advisors. By championing the tax-smart philosophy, Andrew Watts directly impacts the firm's reputation as a pioneer in the industry. Watts collaborates with internal stakeholders to enhance the value proposition for tax professionals. Through targeted business development, the President, Cetera Tax Channel expands the reach of the firm's specialized services. Ultimately, Watts drives the success of the tax channel, ensuring that the organization remains the premier choice for professionals seeking to combine tax expertise with comprehensive wealth management.

Louie Rosalez, the President at Avantax, oversees the overarching corporate strategy and daily business operations. Directing the execution of the firm's mission, the President ensures that all divisions remain aligned with the goal of providing tax-smart financial services. This leadership role involves managing executive performance, fostering corporate culture, and driving long-term growth initiatives across the independent network. By maintaining a focus on operational efficiency, Louie Rosalez directly impacts the firm's ability to scale effectively. Rosalez collaborates with the Board and C-suite leaders to navigate market challenges and capitalize on emerging opportunities in the finance sector. Through decisive leadership, the President secures the firm's position as a leader in tax-advantaged investment services. Ultimately, Rosalez drives the strategic vision required to support advisors and clients, ensuring sustained success and stability across all national business operations.

Jennifer Hanau, the President Cetera RIA and Branches at Avantax, manages the operations and growth of the Registered Investment Advisor and branch network. Overseeing the regulatory compliance and service standards for these entities, the President Cetera RIA and Branches ensures that advisors operate within a framework of excellence. This leadership role involves developing support structures for RIA firms, optimizing branch performance, and facilitating the transition of new advisors into the network. By enhancing the operational support for these units, Jennifer Hanau directly impacts the quality of service delivered to end clients. Hanau collaborates with compliance and operations teams to ensure that the RIA and branch network adheres to the firm's tax-smart standards. Through strategic oversight, the President Cetera RIA and Branches drives the expansion of the firm's footprint. Ultimately, Hanau secures the operational integrity and growth of the RIA and branch divisions.

Paul Tan, the Chief Technology Officer at Avantax, architects the digital infrastructure supporting tax-smart financial services. Overseeing the development of proprietary platforms, the Chief Technology Officer ensures seamless integration for tax and non-tax professionals within the independent network. This leadership role involves managing cybersecurity protocols, cloud infrastructure, and data analytics tools that enhance client service delivery. By modernizing the technological stack, Paul Tan directly impacts the efficiency of financial planning workflows. Tan collaborates with product teams to implement scalable solutions that address the evolving needs of the investment industry. Through the deployment of advanced software, the Chief Technology Officer enables advisors to provide superior financial guidance. Ultimately, Tan drives the digital transformation necessary to maintain a technological edge in the competitive landscape of wealth management, ensuring robust performance across all regional digital operations.

Jordan Harness, the Tax Channel Chief of Staff at Avantax, coordinates strategic initiatives across the tax-focused business units. Overseeing operational alignment, the Tax Channel Chief of Staff ensures that the independent network receives consistent support for tax-smart financial services. This leadership role involves managing cross-functional projects, facilitating communication between departments, and streamlining internal processes to improve advisor productivity. By optimizing operational workflows, Jordan Harness directly impacts the effectiveness of the tax channel. Harness collaborates with senior leadership to execute business objectives that strengthen the firm's market presence. Through meticulous project management, the Tax Channel Chief of Staff resolves bottlenecks and enhances the delivery of comprehensive financial services. Ultimately, Harness drives the organizational cohesion required to support tax professionals in providing high-quality investment advice, ensuring operational excellence across the entire national footprint of the firm.