Our People

At Avantax Wealth Management our purpose is clear: to enable intentional living. We seek to live our lives in the way we let our principles and beliefs guide our business: intentionally and by treating others and ourselves with honor and dignity. Service excellence, powered by our entrepreneurial spirit, is our foundation for providing exceptional partnership and support to our affiliated firms.

Our employees are skilled, passionate and carry an entrepreneurial spirit that dates back to the company’s founding beliefs more than 25 years ago. If you share our belief in the importance of personal responsibility, honoring promises to loved ones, the value of free enterprise and having courage to always do the right thing, we’d love for you to be a part of our team and grow with us!