Meet Our Team
Regional Corporate Leaders
Michael Escobar, CLTC
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President
Charles Tatum,
CFF
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Operations Manager
Sharon Cleland, Notary
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Operations Support
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
Regional Director Enterprise Growth
Brian Schmidt
Manager Financial Planning Support
Josh Yeakel
Financial Planning Consultant
Todd Oberle
Advisory
Specialist
Jeffrey Murry
Wealth Management Consultant
Duncan Gates
Principal Tax Smart Investing Strategy & Distribution
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.
