The people behind Avalon

Different backgrounds. One approach.

Three advisors who came to this work from completely different places — and whose combined experience is hard to find anywhere else.

Abigail Klein

Abigail Klein

Advisor & Co-Founder

"I spent eleven years watching what happens to families when there's no plan. I'm not willing to let that happen to mine — or yours."

Abby came to financial planning from operating rooms and ICUs. As a surgical and traveling nurse for over a decade, she sat with families in the worst moments of their lives — and watched what happened when there was no coverage, no plan, no preparation. Those experiences didn't make her cynical. They made her certain that the right conversation at the right time changes everything.


She founded Avalon to have that conversation with the people who need it most: women who've been handed a financial plan they didn't choose, and healthcare workers too busy caring for others to care for themselves.

Primary focus

Nurses & traveling healthcare workers · Women taking financial ownership · Families building a first plan

Work with Abby
KC Jones

KC Jones

Advisor & Co-Founder

"Playing center, your whole job is protecting the person behind you. That hasn't changed."

KC's professional career was built entirely around one principle: protect what matters. As a center, he stood between his quarterback and everything coming at him — a position that requires seeing the full picture, understanding the risks, and making sure the important thing stays safe. That instinct carried directly into financial planning.


His network in professional sports and the Colorado business community gives Avalon access to clients whose situations are genuinely complex — athletes who earned quickly and need it to last, business owners who've built something real, and families whose financial exposure doesn't match the plan they have in place.

Primary focus

Professional athletes & alumni networks · Business owners · High earners with complex financial situations

Work with KC
Michael

Michael

Senior Advisor · ChFC · CLU

Clients rarely hear from Michael first. They benefit from his work every time.

Thirty years in financial services. The Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations — the two most demanding credentials in the industry. Licensed in more than a dozen states. Michael has structured life insurance and financial planning solutions across virtually every client type and situation the industry produces.


His role at Avalon is to ensure that what Abby and KC promise is actually deliverable. Complex cases, difficult underwriting, multi-state coordination, sophisticated estate structures — Michael is the reason they get resolved correctly. The advisors who bring clients in can make commitments confidently because he's behind them.

Primary focus

Complex cases & multi-state clients · Business succession planning · High-net-worth estate structures

Work with Michael
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