Avantax Welcomes Financial Advisors Heidi and Nicholas Irwin, Longtime Fixtures of the Lockhart, Texas, Community
The couple joins current Avantax affiliate Alliance Wealth Strategies LLC.
- The couple joins current Avantax affiliate Alliance Wealth Strategies LLC.
- Heidi Irwin joined her father’s financial planning practice in 2014, decades after he started it in the Central Texas town of Lockhart, known as “The Barbecue Capital of Texas.” Nicholas joined the family business in 2020.
- “We feel strongly that to do our best work, especially for high-net-worth clients with complex cases, we need access to advanced tools, resources and experts like we know are available with Avantax,” financial advisor Heidi Irwin said.
- “For me, Avantax gives us the ability to provide clients with better products and a better experience.