Gina Rodriguez

Gina Rodriguez is a seasoned Sr. Executive Assistant & Client Service Specialist with a Bachelor of Science in Finance from Clear Lake University and 17 years of experience in the financial services industry. She supports the firm’s lead advisor as a trusted partner, working closely with clients and ensuring their needs are handled with professionalism and care. Her background spans support for investment advisers, client service, and loan operations, giving her a well-rounded understanding of the needs of both clients and advisors. Gina’s expertise, attention to detail, and commitment to service make her an integral part of our firm. She is also a commissioned Notary and holds a General Lines Agent License, and is currently expanding her licensing to further support clients in the future.

Outside of work, Gina enjoys exploring new destinations and experiencing different cultures. She loves spending time with her family, including her daughter, her son, and her two granddaughters, a role she cherishes deeply.