Prior to being named President of Avantax Wealth Management in August 2024, Andy held several strategic, operational and senior leadership positions during his 20 years with the company. Most recently, Andy was VP, Planning and Growth Solutions where he led a team focused on curating solutions that Financial Professionals can use to help clients pursue their goals. Earlier in his Avantax career, Andy led corporate development, where he was responsible for diligence and post-acquisition strategic integration activities and driving inorganic growth across the company’s operating entities. His other Avantax leadership positions include senior director of strategic growth initiatives, and dir