Leadership Overview
Avantax has 6 executives leading key functions including finance, tax channel operations, and wealth services.
Driven by a commitment to empowering financial professionals, Avantax provides comprehensive, tax-smart financial services, fostering client success through an integrated network of specialized advisors.
Driven by a commitment to empowering financial professionals, Avantax provides comprehensive, tax-smart financial services, fostering client success through an integrated network of specialized advisors.
Leadership Roles at Avantax
Jeffrey Buchheister - Chief Financial Officer
Jeffrey Buchheister, the Chief Financial Officer at Avantax, directs all financial operations and strategic fiscal planning. Overseeing budgeting, forecasting, and financial reporting, the Chief Financial Officer ensures robust capital management and drives profitability. This leadership role involves optimizing financial performance to support Avantax's mission of providing tax-smart financial services. By analyzing market trends and investment opportunities, Jeffrey Buchheister guides the company's financial strategy, ensuring sustainable growth and shareholder value. The Chief Financial Officer's oversight extends to managing financial risks and compliance, maintaining the integrity of the company's fiscal health and supporting the independent network of tax and non-tax professionals.
Louie Rosalez - President
Louie Rosalez, the President at Avantax, spearheads the overall strategic direction and operational oversight of the organization. Leading the executive team, the President ensures the company's continued growth and market leadership in tax-smart financial services. This critical role involves fostering a culture of innovation and client-centricity across all business units. By driving key strategic partnerships and market expansion initiatives, Louie Rosalez enhances Avantax's value proposition for its network of independent professionals. The President's mandate includes championing the company's mission to empower advisors, enabling them to deliver comprehensive financial solutions that integrate tax planning with investment management, thereby securing long-term client prosperity.
Andrew Watts - President, Cetera Tax Channel
Andrew Watts, the President, Cetera Tax Channel at Avantax, directs the strategic development and operational execution of the tax-focused advisory services. Overseeing the integration of tax and financial planning for clients, the President, Cetera Tax Channel ensures advisors are equipped with cutting-edge tools and support. This leadership position is pivotal in expanding Avantax's reach within the tax professional community. By cultivating strong relationships with advisors and driving channel growth, Andrew Watts reinforces the company's commitment to tax-smart financial solutions. The President, Cetera Tax Channel's efforts focus on enhancing the advisor experience and client outcomes, solidifying Avantax's reputation as a pioneer in the industry.
Timothy Stinson - President, Cetera Wealth Services
Timothy Stinson, the President, Cetera Wealth Services at Avantax, leads the strategic vision and operational management for wealth management offerings. Guiding the expansion of comprehensive financial planning services, the President, Cetera Wealth Services ensures advisors can deliver integrated solutions to clients. This role is crucial for enhancing client retention and attracting new advisory talent. By fostering innovation in wealth management strategies and advisor support, Timothy Stinson drives business development and market penetration. The President, Cetera Wealth Services's focus includes optimizing the client journey and empowering advisors to provide holistic financial guidance, reinforcing Avantax's position as a leader in tax-smart financial services.
Jennifer Hanau - President Cetera RIA and Branches
Jennifer Hanau, the President Cetera RIA and Branches at Avantax, directs the strategic growth and operational excellence of the Registered Investment Advisor (RIA) and branch network. Overseeing advisor recruitment, retention, and practice management, the President Cetera RIA and Branches ensures a high standard of service delivery. This leadership function is key to expanding Avantax's footprint and enhancing its value proposition for independent financial professionals. By implementing robust support systems and fostering a collaborative environment, Jennifer Hanau drives advisor success and client satisfaction. The President Cetera RIA and Branches's efforts are focused on empowering advisors to provide comprehensive, tax-smart financial services, solidifying Avantax's pioneering role in the industry.
Jordan Harness - Tax Channel Chief of Staff
Jordan Harness, the Tax Channel Chief of Staff at Avantax, orchestrates strategic initiatives and operational efficiency within the tax channel. Managing cross-functional projects and ensuring alignment with corporate objectives, the Tax Channel Chief of Staff facilitates seamless execution of the company's tax-smart financial services strategy. This position involves close collaboration with leadership to enhance advisor support and client engagement. By streamlining processes and driving key programs, Jordan Harness strengthens the network of tax professionals. The Tax Channel Chief of Staff's focus includes optimizing resource allocation and implementing best practices to elevate the service delivery model for both advisors and their clients, directly contributing to Avantax's pioneering market position.
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