Leadership Overview
Avantax has 9 executives leading key functions including strategy, investment services, finance, human resources, and wealth management.
Driven by a commitment to empowering financial professionals, Avantax pioneers tax-smart financial services, supporting an independent network of professionals who deliver comprehensive financial solutions to clients.
Driven by a commitment to empowering financial professionals, Avantax pioneers tax-smart financial services, supporting an independent network of professionals who deliver comprehensive financial solutions to clients.
Leadership Roles at Avantax
Michael Durbin - Chief Executive Officer
Michael Durbin, the Chief Executive Officer at Avantax, directs the overarching corporate strategy and operational execution. Durbin guides the company's mission to support an independent network of tax and non-tax professionals, ensuring Avantax remains the pioneer in tax-smart financial services. This leadership involves aligning all departments toward enhancing the value proposition for financial advisors and their clients. Michael Durbin's focus remains on driving innovation and expanding market reach within the finance and investment sectors. The Chief Executive Officer ensures robust governance and strategic partnerships that solidify Avantax's market position. This role demands constant evaluation of market trends and adaptation of business models to maintain competitive advantage and foster sustainable growth across all Avantax operations.
LeAnn Rummel - Cetera Investment Services President & Chief Executive Officer
LeAnn Rummel, the Cetera Investment Services President & Chief Executive Officer at Avantax, spearheads the strategic direction and operational oversight for Cetera Investment Services. Rummel drives the integration of comprehensive financial services offered through Avantax's independent network of professionals. This executive leadership ensures that investment services align with the company's core mission of providing tax-smart solutions. LeAnn Rummel's responsibilities include fostering growth within the investment services division and enhancing the client experience. The President & Chief Executive Officer oversees the development and implementation of strategies that support both financial advisors and their end clients. This critical role involves managing key relationships and ensuring regulatory compliance across all investment activities, thereby strengthening Avantax's position in the financial services landscape.
Jeffrey Buchheister - Chief Financial Officer
Jeffrey Buchheister, the Chief Financial Officer at Avantax, manages the company's financial health and strategic fiscal planning. Buchheister oversees all financial operations, including accounting, budgeting, and financial reporting, ensuring compliance with industry regulations. This executive leadership is vital for supporting Avantax's mission of providing tax-smart financial services to its network of professionals. Jeffrey Buchheister's role involves optimizing financial performance and resource allocation to drive sustainable growth and profitability. The Chief Financial Officer provides critical insights into financial trends, guiding investment decisions and risk management strategies. This position is essential for maintaining investor confidence and ensuring the long-term financial stability of Avantax's operations across the United States.
Jennifer Hanau - President Cetera RIA and Branches
Jennifer Hanau, the President Cetera RIA and Branches at Avantax, leads the strategic growth and operational management of Cetera's Registered Investment Advisor (RIA) and branch network. Hanau drives the delivery of comprehensive financial services, ensuring alignment with Avantax's pioneering tax-smart financial services model. This executive leadership focuses on enhancing advisor support and client outcomes across the RIA and branch platforms. Jennifer Hanau's responsibilities include fostering strong relationships with advisors and ensuring the effective implementation of strategic initiatives. The President Cetera RIA and Branches plays a pivotal role in expanding Avantax's reach and reinforcing its commitment to empowering financial professionals nationwide.
Timothy Stinson - President, Cetera Wealth Services
Timothy Stinson, the President, Cetera Wealth Services at Avantax, directs the strategic vision and operational execution for Cetera Wealth Services. Stinson focuses on expanding the delivery of comprehensive financial services through the Avantax network, reinforcing the company's position as a leader in tax-smart financial solutions. This executive leadership ensures that wealth management offerings meet the evolving needs of independent professionals and their clients. Timothy Stinson's role involves driving innovation in service delivery and fostering advisor success. The President, Cetera Wealth Services is instrumental in strengthening client relationships and enhancing the overall value proposition for advisors operating within the Avantax ecosystem.
Louie Rosalez - President
Louie Rosalez, the President at Avantax, oversees key strategic initiatives and operational functions critical to the company's growth. Rosalez drives the expansion of Avantax's unique model, which supports an independent network of tax and non-tax professionals in delivering comprehensive financial services. This leadership ensures that the company remains at the forefront of tax-smart financial solutions. Louie Rosalez's focus is on enhancing advisor capabilities and client satisfaction, reinforcing Avantax's pioneering role in the industry. The President is dedicated to optimizing operational frameworks and fostering strategic partnerships that advance the company's mission and market presence across the United States.
James Alleman - Interim Chief Human Resources Officer
James Alleman, the Interim Chief Human Resources Officer at Avantax, provides critical leadership for human capital management during a transitional period. Alleman oversees the strategic direction of HR functions, ensuring alignment with Avantax's commitment to supporting its independent network of tax and non-tax professionals. This role focuses on talent acquisition, employee development, and fostering a positive organizational culture that supports the company's pioneering approach to tax-smart financial services. James Alleman's interim leadership ensures continuity in HR operations, supporting the workforce that delivers comprehensive financial services. The Interim Chief Human Resources Officer plays a key part in maintaining employee engagement and operational efficiency across the organization.
Jordan Harness - Tax Channel Chief of Staff
Jordan Harness, the Tax Channel Chief of Staff at Avantax, supports the strategic initiatives and operational efficiency within the tax channel. Harness works closely with leadership to execute plans that empower the independent network of tax professionals providing comprehensive financial services. This role is integral to ensuring the seamless delivery of tax-smart financial solutions, a core tenet of Avantax's mission. Jordan Harness facilitates communication and coordination across various departments, driving forward the company's objectives. The Tax Channel Chief of Staff ensures that strategic priorities are translated into actionable plans, enhancing the support provided to advisors and ultimately benefiting their clients. This position is crucial for maintaining Avantax's pioneering status in the industry.
Jenifer Kerr - Chief Human Resources Officer
Jenifer Kerr, the Chief Human Resources Officer at Avantax, directs the comprehensive human resources strategy and operations. Kerr is responsible for cultivating a high-performance culture that supports Avantax's mission of empowering independent tax and non-tax professionals with tax-smart financial services. This leadership role encompasses talent management, organizational development, and ensuring a supportive work environment for all employees. Jenifer Kerr's expertise is crucial in attracting and retaining top talent, vital for delivering comprehensive financial services to clients. The Chief Human Resources Officer collaborates with executive leadership to align HR initiatives with the company's strategic goals, reinforcing Avantax's position as a pioneer in the industry.
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