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Management

Overview Management Board of Directors Committee Composition Contact the Company

Management

Christopher Walters

Chief Executive Officer

Tabitha Bailey

Chief Legal Officer

Erin Gajdalo

Chief Delivery Officer

Todd Mackay

President of Wealth Management

Chris McClellen

Chief Technology Officer

Marc Mehlman

Chief Financial Officer

Beckey Woodard Cole

Chief Human Resources Officer

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Avantax Wealth Management^® is the holding company for the group of companies providing financial services under the Avantax^® name. Securities offered through Avantax Investment Services^SM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services^SM and Avantax Planning Partners^SM. Insurance services offered through licensed agents of Avantax Insurance Agency^SM, Avantax Insurance Services^SM, and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000.

Events & Presentations
Corporate Governance
Financial Information
Stock Information
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Press Releases
Contacts