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

Polly
Heinen

Director of HR and Organizational Development

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

Director of Business Development |
Assurance Partner

Dennis
Taylor

Valuation Director

R. Ross
Van Laar

Assurance Partner

Jill
Yule

Advisory Manager

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to TDT CPAs and Advisors.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.  

*Commission-based securities products are offered through Avantax Investment Services℠, Member  FINRA, SIPC. Avantax entities are independent of and unrelated to TDT CPAs and Advisors. 

Avantax Planning Partners℠, a Registered Investment Advisor.