Avantax Planning Partners recognizes its affiliation

DALLAS, June 16, 2022 (GLOBE NEWSWIRE) — Avantax Planning Partners℠, an in-house/employee-based RIA (registered investment adviser) that partners with accounting firms to provide clients with comprehensive financial planning , advisory services and retirement plan solutions, recently hosted its annual Elevate Conference, which was attended by accountant affiliates, sponsors and members of the Avantax team. The annual event equips attendees with insights, best practices and strategies for advancing and deepening client relationships in wealth management and financial planning.

“The energy and enthusiasm of our CPA Affiliates, Sponsors and Avantax Team Members fueled this year’s Elevate conference from start to finish,” said Louie Rosalez, President of Avantax Planning Partners. “The insights, best practices and strategies we share with our affiliates, coupled with the hard work and dedication our affiliates provide to their customers every day, realize Avantax’s vision to have a profound impact on the lives of customers by changing the way Americans plan and invest.”

This year’s conference – themed “Truth. Planning. And the Avantax way” – took place May 24-26 in Des Moines, Iowa, and included educational sessions, networking opportunities, sponsor shows and awards shows.

“The appeal of the Avantax Planning Partners model is reflected in the fact that this year’s event was the largest Elevate conference ever,” said Todd Mackay, president of Avantax Wealth Management.®. “It was an honor to speak with so many of our accounting affiliates; Seeing each other in person helps deepen partnerships with our long-time partners and new members of the unique Avantax community.

As part of the annual awards night, top performing Avantax affiliate partners were recognized as part of the President’s Club, with winners demonstrating productivity, customer service, exemplary communication, planning advice and are the advocates of Avantax Planning Partners. This year’s winners are:

  • Todd VanDusen, Brady Martz & Associates, PC (Minot, ND)
  • Kevin Eggebraaten, CP Financial Services (Rapid City, SD)
  • Jeff Knapp, Erpelding, Voigt & Company, LLP (Algona, Iowa)
  • Scott Olinger, Harding, Shymanski & Company, PSC (Evansville, Indiana and Louisville, Kentucky)
  • Courtney DeRonde, TDT CPAs & Advisors (West Des Moines, Iowa)
  • Wendy Sims of Welgaard Financial Services, Ltd. (Pella, Iowa)
  • Eric Jaske, Olympic financier (Carmel, Indiana)
  • Katie Thomas, Honkamp Krueger & Co., CP (Dubuque, Iowa)
  • Ebony Rahe, Williams Financial Services & Company, LLC (Spencer, Iowa)
  • Erin Spiwak, James Moore & Co. (Gainesville, Florida)

In addition to rewarding the best wealth management consulting firms, other prizes were awarded:

Consistency Award
CP Financial Services and Erpelding Voigt and Company won this year’s Consistency Award, which recognizes a company that demonstrates its ability to consistently deliver on its commitment to serve as the most trusted advisor to its clients, always seeking a holistic approach to wealth management.

Best Practice Cabinet Award
Harding Shymanski & Company won the Best Practices Firm award, which is given to an Avantax Planning Partners firm that demonstrates a strong commitment to following Avantax Planning Partners strategies, as well as consistent execution and accountability.

Diploma of the best champion
The Top Champion award, recognizing top Avantax Planning Partners affiliates who demonstrate leadership in wealth planning and management, was won this year by Perry Mattson of Brady Martz & Associates and Eric Jaske of Olympic Financial.

Company of the year
Company of the Year leads Avantax’s Planning Partners in productivity, customer service, communication, planning direction and are true advocates of Avantax. Brady Martz was named Business of the Year.

Difference Maker Award
The Difference Maker Award is given to a business and/or individual who has demonstrated that their approach to financial planning and wealth management has made a significant difference in the lives of their clients. This year’s Difference Maker Award was won by Evans partner group Harville, Atwell & Company, in addition to Avantax Planning Partners team members Kelly Adams, Chris Dick and Laura Patterson. Together, this team came together in a time of personal tragedy to truly help customers and each other.

About Avantax℠ Planning Partners
Avantax Planning Partners℠ is a national financial planning and wealth management firm that partners with accounting firms to combine and provide holistic financial and tax planning services to their clients. Using the Guidance Planning Strategies planning tool, Avantax Planning Partners visually builds a long-term plan, considering a wide range of financial decisions and their potential impacts on clients’ financial health. Through this unique and proven approach, Avantax Planning Partners and CPA firms help clients progress towards their financial goals through strategies such as asset management, estate planning, retirement planning, tax planning , risk management and more. The wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which includes Avantax Planning Partners℠ and Avantax Wealth Management® brands, had total client assets of $86 billion as of March 31, 2022. For more information, visit www.avantax.com or on LinkedIn and Facebook.

Media contacts:
Tony Katsulos
(972) 870-6654

Kendra Galante
StreetCred PR for Avantax
(402) 740-2047


Leave a Comment