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 maximization, 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.