With over 28 years of experience in financial services, I oversee the administrative operations for The Rodriguez Wealth Group. My mission is to provide exceptional service based on trust and knowledge and to create an environment that puts our clients’ needs above all else.
I began my financial services career as a Client Associate with Prudential Securities in 1999 which was later acquired by Wells Fargo Advisors. I was originally located in Massachusetts until 2010 when I transferred to the Rhode Island Complex. Now a Client Relationship Manager for The Rodriguez Wealth Group, I take pride in exceeding expectations around client services.
Before entering the financial services industry, I graduated from Quincy College with a Certificate in Allied Health Services and Studied to be a Surgical Technologist. I also hold a Certificate in Business and Medical Secretary Degree.
Away from the office, I am passionate about volunteerism which includes Mobile Loave and Fishes, Autism, Christmas for Families, and animal rights -. I have two sons and currently live in Massachusetts.