Leadership
Meet our exceptional team of leaders.
Our leadership team is dedicated to delivering what matters to our Financial Professionals, Affiliates, and their clients. We remain committed to a culture built on independence, integrity, professionalism and support for the entire Avantax Community.
Leadership Team
Andy Watts, CFP®
President, Avantax Wealth Management
Suman Aluru
VP, Software Engineering
Blynn Austin
VP, Marketing & Communications
Clint Brookshire, CFP®
Director, Enterprise Relationships and Business Consulting
Dan Burkott
Chief Compliance Officer
Ivan Gruhl, CFA®
VP, Co-Chief Investment Officer
Jennifer Hutchins, CFA®
VP, Co-Chief Investment Officer
Dan Kocher
VP, Service Excellence
Holly Manton, CFP®
VP, Product Management
Louie Rosalez
SVP, Avantax Planning Partners
Tim Stewart, CFP®
VP, Business Development