About Nicole
She Has Sat on Both Sides of the Table
Nicole Connors
Founder & Retirement Income Specialist
Credentials & Reach
Roth Conversion Specialist
Licensed Life & Annuities Agent
Licensed in Nearly 30 States
20+ Years in Finance & Private Capital
Based in Spokane, WA
Serving Clients Remotely Nationwide
Nicole Connors has spent two decades at the intersection of high finance, entrepreneurship, and real-world investing — and she has seen it from every angle.
At 23 she was hand-mentored by the president of Related Las Vegas, the western expansion of Related Companies — the firm behind Hudson Yards and some of America's most iconic developments. She learned early that the foundation of every great financial outcome is trust.
That thread ran through everything that followed. At Sterling Mining Company, a publicly traded firm on the Toronto Stock Exchange, she was brought in and groomed under the CFO — managing investor relations, shareholder communications, compliance, and contributing to SEC and TSX quarterly and annual reports. At Silver Collector Car Auctions, she served as Executive Director, driving a 20% revenue increase by expanding into key markets and cultivating VIP relationships that elevated both auction inventory and quality.
For the decade that followed she deployed her own capital as an angel investor, working alongside private equity and institutional banks to take companies from start to growth to exit — building multimillion-dollar businesses and developing a rare instinct for identifying risk and building stability where others could not.
She has sat at the table as the investor, the operator, the executive, and the architect of exit. She knows how capital grows, how it gets lost, and precisely what it takes to protect it.
"Today I guide my clients through one of the most important shifts in their financial lives — from decades of accumulation to the art of preservation and distribution. I ensure they never outlive their money, and never lose their legacy to unnecessary taxes. And when those foundations are secure — I lean in and ask: what did you always imagine you would be doing in retirement?"
Outside of work, Nicole and her husband Marc have raised five children and share their home in the Pacific Northwest with two rescue dogs, Zuri and Zara — because rescuing animals in need has always been part of who she is.
She holds a culinary arts degree and travels the world as a food tourist, often alongside a close circle of friends tackling bucket list adventures one destination at a time — from the Serengeti to the Amazon to the Great Wall of China. Closer to home she hikes America's national parks, including a memorable wrong turn that turned into a 10-mile hike out of the Grand Canyon in flip flops.
When she is not chasing the next adventure she is gathered around a table with family and friends, conjuring something extraordinary from her kitchen. And when the Pacific Northwest delivers a snow day, she is either carving down a mountain or curled up with a novel.
She built that life intentionally.
She helps her clients do the same.