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Avantax Wealth Management

Avantax Wealth Management

avantax.com
  • About
  • Employees
Tim Stewart, CFP
Tim Stewart, CFP
VP, Business Development
Jennifer Hutchins, Cfa
Jennifer Hutchins, Cfa
VP, Co Chief Investment Officer
Suman Aluru
Suman Aluru
VP, Software Engineering
Dan Kocher
Dan Kocher
VP, Service Excellence
Louie Rosalez
Louie Rosalez
SVP, Avantax Planning Partners
Michael Kobs
Michael Kobs
VP, Enterprise Relationships & Business Consulting
Andy Watts, CFP
Andy Watts, CFP
VP, Planning & Growth Solutions
Brian Walsh
Brian Walsh
Chief Of Staff & Head Of Strategy & Execution
Ivan Gruhl, Cfa
Ivan Gruhl, Cfa
VP, Co Chief Investment Officer
Samone Word
Samone Word
Principal, Hr Business Partner
Todd Mackay
Todd Mackay
President, Avantax Wealth Management
Holly Manton, CFP
Holly Manton, CFP
VP, Product Management
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Features

  • AI Web Scraping
  • AI PDF Processing

Use Cases

  • AI E-commerce Automation
  • AI Resume Screening

Business

  • Enterprise Solutions
  • Affiliate Program

Company

  • Blog
  • Pricing
  • About

Discover

  • Companies

Legal

  • Master subscription agreement
  • Terms of use
  • Privacy Policy
  • Security

©2026 Chatsheet. All Rights Reserved.