Avantax Executive and Leadership Team

Jeffrey Buchheister, the Chief Financial Officer at Avantax, manages the fiscal health and capital allocation strategies for the entire organization. Overseeing financial reporting, budgeting, and long-term investment planning, the Chief Financial Officer ensures operational efficiency across all business units. This leadership role involves collaborating with the executive team to optimize revenue streams and maintain robust financial controls. By analyzing market trends and internal performance data, Jeffrey Buchheister guides the firm toward sustainable growth and profitability. Buchheister maintains rigorous standards for financial compliance and risk management, providing the necessary stability for the independent network of tax and non-tax professionals. Through precise financial stewardship, the Chief Financial Officer supports the strategic objectives of the company, ensuring that resources remain aligned with the core mission of providing tax-smart financial services to clients throughout the United States.

Timothy Stinson, the President, Cetera Wealth Services at Avantax, leads the strategic direction and service delivery for the wealth management division. Overseeing the expansion of investment solutions, the President, Cetera Wealth Services ensures that independent professionals have access to the tools and resources needed for comprehensive client support. This leadership role involves driving growth initiatives and enhancing the platform's capabilities to meet evolving market demands. By collaborating with other executive leaders, Timothy Stinson aligns wealth management services with the broader tax-smart mission of the firm. Stinson monitors service quality and advisor satisfaction, implementing improvements that strengthen the value proposition for the entire network. Through active management of the wealth services portfolio, the President, Cetera Wealth Services secures the firm's position as a leader in the financial services industry, ensuring that advisors can deliver superior outcomes to clients across the country.

Louie Rosalez, the President at Avantax, oversees the comprehensive operational strategy and execution of the firm's business model. Directing the integration of tax-smart financial services across all channels, the President ensures that the independent network receives consistent support and high-quality resources. This leadership role involves setting the overarching vision for the company and managing the performance of key business units to achieve long-term growth. By coordinating with the executive team, Louie Rosalez drives the implementation of strategic initiatives that enhance the firm's market presence. Rosalez monitors industry trends and competitive dynamics, adjusting operational tactics to maintain the company's status as a pioneer in the financial services sector. Through decisive leadership, the President ensures that the organization remains focused on its core mission, providing the necessary guidance to support the success of independent tax and non-tax professionals nationwide.

Ruth Papazian, the Chief Marketing Officer at Avantax, directs all brand positioning and growth initiatives across the national financial landscape. Overseeing the development of integrated marketing campaigns, the Chief Marketing Officer ensures that the unique value proposition of tax-smart financial services reaches independent professionals effectively. This leadership role involves managing digital presence, public relations, and advisor communication strategies to bolster market visibility. By aligning marketing efforts with the broader business model, Ruth Papazian drives engagement and supports the expansion of the advisor network. Papazian monitors performance metrics to refine outreach tactics, ensuring consistent messaging across all channels. Through strategic oversight of brand identity, the Chief Marketing Officer strengthens the competitive position of the firm within the investment sector, ultimately fostering long-term loyalty among the diverse client base served by the independent network.

Jordan Harness, the Tax Channel Chief of Staff at Avantax, coordinates operational workflows and strategic initiatives specifically for the tax-focused segment of the business. Overseeing the integration of tax-smart financial services into the daily practices of independent professionals, the Tax Channel Chief of Staff ensures seamless execution of corporate programs. This leadership role involves facilitating communication between the tax professional network and executive leadership to streamline service delivery. By managing cross-functional projects, Jordan Harness drives efficiency and enhances the support infrastructure for advisors. Harness monitors the operational needs of the tax channel, implementing solutions that improve advisor productivity and client outcomes. Through dedicated focus on the unique requirements of tax professionals, the Tax Channel Chief of Staff maintains the firm's status as a pioneer in the industry, ensuring that the specialized needs of the network remain a top priority.

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 that the workforce possesses the expertise required to support a complex network of financial advisors. This leadership role involves designing performance management systems and professional development programs that align with the company's commitment to tax-smart financial services. By fostering an inclusive and high-performing environment, Jenifer Kerr drives employee engagement and retention across all departments. Kerr manages compensation structures and benefits, ensuring that the firm attracts and keeps the talent necessary for sustained market success. Through strategic human capital management, the Chief Human Resources Officer supports the overall business model, ensuring that the internal team remains equipped to provide exceptional service to the independent network of professionals.