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Avantax Wealth Management adds to leadership team


Avantax Wealth Management has expanded its Senior Leadership Team by adding three financial services industry veterans who are committed to supporting the distinctive community of more than 3,700 Avantax Financial Professionals and the Home Office staff serving them.

Joining the Avantax Wealth Management Senior Leadership Team are Mike Holmes, Chief Marketing Officer; Mike Kobs, VP, Enterprise Relationships & Business Consulting; and Jamila Ramnanan, VP, Human Resources.

Mike Holmes, Chief Marketing Officer – an expert brand strategist and “practical marketer,” Holmes brings to Avantax nearly 30 years of financial services marketing experience with companies such as USAA, Wells Fargo, Wachovia, and KeyBank. His data-driven marketing skills are complemented by leadership experience in areas ranging from sales planning and forecasting to risk and compliance.

Mike Kobs, VP, Enterprise Relationships & Business Consulting – a long-time Avantax Financial Professional who founded MRK Financial Solutions in 1989, and for years routinely ranked among the top 10 most productive Avantax Financial Professionals. Kobs recently completed his succession plan at MRK Financial and joined Avantax to lead a new ambassador program focused on value creation for the top 100 Avantax-affiliated Financial Professional practices by delivering consulting, planning and high-level relationship management.

Jamila Ramnanan, VP, Human Resources – part of Avantax Wealth Management and its predecessor companies since 2008, Ramnanan is the lead Human Resources partner for all of Avantax, including Avantax Planning Partners. Her primary focus is ensuring that Avantax attracts, hires, and retains talented people who align with company culture and values, and who have the skillset and expertise to successfully support business programs and priorities. As part of her duties, she is the Diversity & Inclusion leader for Avantax as well as the Blucora, Inc. (NASDAQ: BCOR) family of companies.

“Each of these Senior Leadership Team members is committed to ensuring that we have a community where everyone is treated fairly, equitably and with respect,” says Avantax Wealth Management President Todd Mackay. “I’ve known Jamila Ramnanan and Mike Kobs for many years – they’re respected by Avantax staff and Financial Professionals alike. And I believe Mike Holmes is exactly the kind of CMO we need for a firm that’s so squarely focused on growth. I’m confident these leaders will help us meet the high expectations Avantax has set for itself in service to our Financial Professionals and their end-clients.”

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