Leadership Team

Courtney
DeRonde

Managing Partner

Jerry
Kirkpatrick

Partner*†

Justin
Plate

Partner

Monica
Sullivan

Partner

Todd
Weber

Chief Financial Officer

Management Team

Gavin
Glenn

Manager

Tom
Holtkamp

Tax Partner*

Ian
Hougland

IT Manager

Brian
Isom

Tax Partner

Jodi
Kerr

Tax Partner

Amanda
Lane

Tax Manager

Mark
Lechtenberg

Tax Partner

Dan
Montgomery

Assurance Partner

Dennis
Taylor

Valuation Director

R. Ross
Van Laar

Assurance Partner

Jill
Yule

Advisory Manager

* Registered securities are offered through registered representatives of ProEquities, Inc., a registered broker/dealer, member FINRA and SIPC . Avantax Planning Partners℠. and TDT CPAs and Advisors, P.C. are independent of ProEquities, Inc.

^*† Advisory services provided through Avantax Planning Partners℠, a Registered Investment Advisor.