Representatives from Johanson & Yau were recently honored as Elite Financial Professionals of Avantax during the exclusive Avantax Elite Summit 2025 in Banff, Alberta, Canada. Avantax, a part of Cetera, is a nationwide community of financial professionals who specialize in tax-smart financial planning.
The summit held June 1–4 at the Fairmont Banff Springs, brought together a select group of top-performing independent financial professionals. Attendees were recognized for their outstanding client service and business growth over the past year. The event also offered valuable opportunities to connect with peers and engage with Avantax and Cetera leadership.
“We’re honored to once again be recognized among the top firms at Avantax,” said Elier Peraza, Director of Financial Services at Johanson & Yau. “This reflects the strength of the relationships we’ve built with our clients over time and the consistency of our team’s commitment. It’s meaningful to be part of a community that values integrity, collaboration and client-focused planning.”
At Johanson & Yau, tax-intelligent planning paves the way for financial possibilities.
“Each year we look forward to our Elite Summit to celebrate the successes of our Avantax financial professionals and their teams,” said Avantax Community Leader Clint Brookshire. “This coveted experience is more than just a celebration – it’s a testament to the excellence, dedication and leadership our top-producing firms demonstrate every day. In the stunning setting of Banff, we were honored to recognize these outstanding financial professionals whose commitment continues to help shape the future of our unique tax-intelligent community, while being an example for our entire industry to follow.”