$250M FA Duo Joins Avantax

Nicholas and Heidi Irwin, a married couple and financial advisors based in Lockhart, Texas, have transitioned to Avantax. They will join the Alliance Wealth Strategies firm, an Avantax affiliate, aiming to leverage the firm’s tax-focused financial planning and wealth management expertise.

Nicholas's career in the financial industry began in 2012 with Edward Jones, and he has also been associated with notable firms such as JPMorgan, Merrill Lynch, and SWBC Investment Advisory Services. He had two tenures with Edward Jones, first from 2012 to 2013 and then from 2020 until his recent move to Avantax.

Heidi Irwin started her career in the financial sector in 2014 with Edward Jones, marking her entry into the industry.

To view the press release, click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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