financial know-how for all

At Blucora, we’re motivated by a simple belief - that everyone should have the tools and knowledge they need to master the complicated tax landscape and leverage it to their short and long-term benefit.

We bring simplicity and transparency to the tax filing process and enable our customers to leverage their full range of data for tax-advantaged investing. We have a focus on flexiblity - our customers are able to choose the level and nature of support they need for that specific point in their financial lifetime, from do-it-yourself tools to wealth management with a certified professional.

what we stand for

Everything we build and each decision we make is weighed against these three pillars. They serve as a daily reminder that our customers come first - that we exist to empower them to achieve their financial goals. When they win, we win - and that’s good for everyone.

Simplicity

Simplicity

We give our customers the power to master tax-complexity.

Expertise

Expertise

We give our customers the knowledge and tools to achieve their goals.

Value

Value

We give our customers gold-standard solutions and results at a great price.

For more detailed information about Blucora, click below to download our corporate overview.

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Leadership

Our management team brings together years of expertise in wealth management, tax preparation, and technology. Together, they're working toward the goal of creating a software and services that make it easy for people to achieve their financial goals.

John S. Clendening President and Chief Executive Officer
Sanjay Baskaran President of TaxAct
Ann Bruder Chief Legal Officer and Secretary
Todd Mackay Executive VP, Corporate Development
Robert Oros CEO, HD Vest Financial Services®
Mathieu Stevenson Chief Marketing Officer
John S. Clendening President and Chief Executive Officer
Sanjay Baskaran President of TaxAct
Ann Bruder Chief Legal Officer and Secretary
Todd Mackay Executive VP, Corporate Development
Robert Oros CEO, HD Vest Financial Services®

Bob Oros is the CEO of HD Vest Financial Services® managing the day to-day operations and directing the future of the firm, which has approximately 300 employees based in Irving, Texas. He was named as CEO in February 2017. Mr. Oros has more than 20 years of sales and operational experience and has served in leadership roles at leading brokerage and investment advisory firms where he had a strong track record of successfully recruiting and retaining advisors.

Before becoming CEO of HD Vest, Mr. Oros served as the Executive Vice President, Head of the RIA Segment, Fidelity Clearing & Custody. As head of the registered investment advisors segment for Fidelity Clearing & Custody, he was responsible for the growth and retention of the RIAs and recordkeepers on Fidelity’s platform, which services more than 3,500 clients in the bank, B-D, RIA and retirement recordkeeper segments. He lead a team of hundreds of associates who provide RIAs access to a flexible, open-technology environment, extensive practice management resources, wealth management investments and related execution and custody services. In that role, Mr. Oros also oversaw the retirement strategy for Fidelity Custody & Clearing, providing retirement tools, resources and consulting services to advisors who service retirement plans helping them stay at the forefront of their industry. 

Prior to Fidelity, Mr. Oros served as a National Sales Manager at Trust Company of America, Executive Vice President and Head of Custom Clearing Services at LPL Financial, and Vice President at Charles Schwab.

In addition to serving as a Board Member and Chair of the Corporate Development Committee at the Invest in Others Charitable Foundation, Mr. Oros also serves on the Board of the Foundation for Financial Planning. Married to his wife Lisa for 10 years, he is the proud father of 4 children and 2 dogs.

Mr. Oros has a Bachelor of Science in Business Administration with a concentration in Finance and Economics from Central Michigan University, and has completed graduate work in finance at Walsh College. He holds NASD Series 7, 24 and 63 brokerage licenses.

Mathieu Stevenson Chief Marketing Officer
John S. Clendening President and Chief Executive Officer
Sanjay Baskaran President of TaxAct
Ann Bruder Chief Legal Officer and Secretary
Todd Mackay Executive VP, Corporate Development
Robert Oros CEO, HD Vest Financial Services®
Mathieu Stevenson Chief Marketing Officer