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Regional Corporate Leaders

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Michael Escobar

Michael Escobar, CLTC

Michael Escobar

Charles Tatum,
CFF

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Operations Manager

Michael Escobar

Sharon Cleland, Notary

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Operations Support

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Avantax Reports Newly Recruited Total Client Assets Exceeding $1 Billion During First Half of 2022, Surpassing the Firm’s Full-Year 2021 Results — Avantax® Wealth Management

DALLAS – (Aug. 10, 2022) – Avantax®, a leader in tax-focused financial planning, continued its strong recruiting results during the second quarter of 2022, with approximately $514 million in newly recruited total client assets. Avantax recruited more than $1 billion in total client assets during the first half of 2022, surpassing the firm’s full-year 2021 performance.

Guillermo Avalos

Guillermo Avalos

Regional Director Enterprise Growth

Brian Schmidt

Brian Schmidt

Manager Financial Planning Support

Josh Yeakel

Josh Yeakel

Financial Planning Consultant

Todd Oberle

Todd Oberle

Advisory
Specialist

Jeffrey Murry

Jeffrey Murry

Wealth Management Consultant

Duncan Gates

Duncan Gates

Principal Tax Smart Investing Strategy & Distribution

Guillermo Avalos

Matt Bowman

Service & Support Regional Director

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Understanding Social Security Benefits

This Detailed eGuide explains how to apply, covers timing, health, you desire to work, and other factors that may influence your Social Security claim decision.

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