Broker Check
Nicole Mattos

Nicole Mattos

Client Relations Manager

Nicole is the client relations manager specializing in assisting clients with scheduling appointments, online access, account information and requests. Nicole assists each advisor with preparing for meetings, scheduling, financial planning, and day to day operations. Nicole is currently attending the University of Phoenix in pursuit of her BA in Accounting with an AA in Business Fundamentals. Nicole has a long history of customer service and finance. 

Nicole and her husband enjoy spending time outdoors with their 3 dogs; Sig (German Shepard), Hunter (Black Lab), Harley (German Shepard Mix). In their free time they enjoy hiking, hunting, camping, riding dirt bikes, and taking their Toyota Off road and crawling.