Nicole Goodspeed

Client Relations Manager

With 10 years of experience as a Client Relations Manager, Nicole has built her career around one simple belief: clients deserve to feel truly cared for, not just served. She takes genuine pride in creating a warm, seamless experience for every client, from their very first conversation onward.

As a trusted point of contact, Nicole walks alongside clients through each stage of their financial journey, offering guidance rooted in both professionalism and empathy. For her, this work has never been just about numbers, but about building real relationships grounded in trust and transparency, and being someone clients know they can always count on.



Outside the office, Nicole's world revolves around her daughter and husband. The three of them share a love of travel and always have their next adventure in mind, whether that means exploring somewhere brand new or revisiting a favorite place that feels like home.

When she's not with clients, you'll likely find Nicole soaking up time with her family, picking up a paintbrush, hunting for one-of-a-kind treasures at antique shops, or getting lost in a good book. Whether she's supporting a client or spending time with the people she loves most, Nicole brings that same warmth, heart and genuine care to everything she does.