Avantax Executive and Leadership Team

Jeffrey Buchheister, the Chief Financial Officer at Avantax, directs all fiscal operations and capital allocation strategies. Managing the financial health of the organization, the Chief Financial Officer oversees budgeting, forecasting, and long-term economic planning to support the tax-smart financial services model. Buchheister ensures rigorous compliance with regulatory standards while optimizing resource distribution across the independent network of professionals. By analyzing market trends and internal performance metrics, the Chief Financial Officer provides actionable insights to the Board, facilitating informed decision-making regarding growth initiatives. Jeffrey Buchheister maintains a focus on operational efficiency, ensuring that financial structures align with the broader mission of providing comprehensive investment support. Through disciplined fiscal management, Buchheister secures the stability necessary for the firm to expand its reach across North American markets, ultimately driving sustainable value for clients and stakeholders alike.

Andrew Watts, the President, Cetera Tax Channel at Avantax, drives the growth and strategic direction of the tax-focused advisory segment. Overseeing the integration of tax-smart financial services, the President, Cetera Tax Channel ensures that independent professionals receive the tools and resources necessary for client success. Watts manages the expansion of the tax channel, identifying opportunities to increase market penetration and advisor satisfaction. By aligning service offerings with the specific needs of tax professionals, the President, Cetera Tax Channel strengthens the firm's position as a pioneer in the industry. Andrew Watts coordinates with other executive leaders to ensure that the tax channel's operations support the broader corporate strategy. Through proactive market engagement and relationship management, Watts fosters a collaborative environment that encourages innovation in financial planning. This leadership role involves setting high standards for service quality and operational excellence across the entire tax-focused network.

Jennifer Hanau, the President Cetera RIA and Branches at Avantax, leads the strategic development and operational management of the Registered Investment Advisor and branch office segments. Overseeing the growth of these critical business units, the President Cetera RIA and Branches ensures that advisors have access to robust investment platforms and support services. Hanau manages the expansion of the RIA model, focusing on scalability and the delivery of comprehensive financial solutions to diverse client bases. By optimizing branch operations, the President Cetera RIA and Branches enhances the efficiency of the independent network. Jennifer Hanau collaborates with leadership to align branch activities with the firm's overarching tax-smart philosophy. Through effective management of these channels, Hanau drives revenue growth and strengthens the firm's market presence. This leadership role involves implementing best practices that empower advisors to provide high-quality, personalized financial guidance to clients across various regions.

Timothy Stinson, the President, Cetera Wealth Services at Avantax, directs the delivery of comprehensive wealth management solutions to the firm's independent advisor network. Overseeing the wealth services division, the President, Cetera Wealth Services ensures that advisors utilize advanced tools for financial planning and investment management. Stinson manages the development of new service offerings that integrate tax-smart strategies with traditional wealth management, enhancing the value provided to clients. By fostering innovation within the wealth services platform, the President, Cetera Wealth Services supports the firm's commitment to excellence. Timothy Stinson collaborates with other executives to ensure that wealth management initiatives align with the company's long-term growth objectives. Through strategic oversight of the wealth services portfolio, Stinson enables advisors to navigate complex financial landscapes effectively. This leadership role involves maintaining a focus on client-centric solutions that drive long-term financial success and advisor retention.

Louie Rosalez, the President at Avantax, provides executive leadership across the firm's core business operations and strategic initiatives. Overseeing the execution of the company's mission, the President ensures that all departments remain focused on delivering tax-smart financial services to the independent network. Rosalez manages the alignment of organizational goals with market demands, driving efficiency and growth across the enterprise. By coordinating the efforts of the C-suite, the President facilitates a cohesive approach to business development and client service. Louie Rosalez monitors the competitive landscape, identifying opportunities for the firm to maintain its status as a pioneer in the financial services industry. Through decisive leadership and strategic planning, Rosalez supports the expansion of the firm's operational reach. This leadership role involves fostering a culture of innovation and accountability, ensuring that the organization continues to provide high-value support to tax and non-tax professionals alike.

Jordan Harness, the Tax Channel Chief of Staff at Avantax, coordinates strategic initiatives across the tax-focused professional network. Facilitating communication between leadership and field practitioners, the Tax Channel Chief of Staff ensures that operational workflows remain consistent with the firm's tax-smart methodology. Harness manages cross-functional projects that integrate tax expertise with financial planning services, enhancing the value proposition for independent advisors. By streamlining internal processes, the Tax Channel Chief of Staff improves service delivery and advisor engagement. Jordan Harness monitors the execution of key business objectives, ensuring that the tax channel remains competitive within the broader financial landscape. Through meticulous project oversight and stakeholder management, Harness supports the expansion of the firm's footprint, enabling advisors to provide superior client outcomes. This leadership role involves constant refinement of operational strategies to meet the evolving needs of tax professionals operating within the Avantax ecosystem.

Jenifer Kerr, the Chief Human Resources Officer at Avantax, architects the talent acquisition and organizational development strategies essential for a high-performing workforce. Overseeing human capital initiatives, the Chief Human Resources Officer fosters a culture of excellence that supports the firm's tax-smart financial services mission. Kerr manages performance management systems, leadership training, and employee engagement programs to ensure alignment with corporate goals. By cultivating a diverse and skilled team, the Chief Human Resources Officer enables the organization to attract top-tier professionals who understand the intersection of tax and investment planning. Jenifer Kerr collaborates with other C-suite leaders to implement workforce policies that drive productivity and retention. Through strategic talent management, Kerr ensures that the firm maintains a competitive edge in the financial services sector. This leadership role involves building robust internal structures that empower employees to deliver exceptional support to the independent network of advisors.