Our mission is to help clients prepare for and live the best years of their lives during retirement. We believe in not only using smart financial planning and portfolio management tools, but also in creating lifelong relationships to help our clients with all aspects of retirement.
Nick founded Avalon Wealth with the goal of helping clients prepare for and live a successful retirement. With a background in portfolio management and financial analysis, Nick has helped hundreds of retirees in Nevada. He provides solutions for estate planning, income planning, Social Security optimization, and tax optimization and has appeared on Fox News, CBS, and Fortune.com.
Before founding Avalon Wealth, Nick co-founded Ashton Strobelt, where he helped retirees in Las Vegas, Henderson, and southern Utah. After years of regular travel, Nick decided to rebrand as Avalon Wealth and focus his attention on southern Nevada.
Nick received a degree in economics from the University of Nevada, Las Vegas with honors, and he earned his MBA from Indiana University. After graduating, Nick was a portfolio manager with First Horizon National, where he managed approximately $300 million for retirees and institutions. His extensive experience and knowledge give him an understanding of the unique needs investors and retirees face when planning for retirement.
In his spare time, Nick enjoys playing tennis and spending time with his wife, Jill, and their three children.
Peggy manages client customer service at Avalon Wealth. She enjoys assisting with all aspects of the client relationship and paperwork processing. In her spare time, she enjoys spending time with her husband and two young children.