Kimberly Rodriguez - Wealth Advisor

I believe that a person’s hard earned income should be maximized to enjoy a fulfilling retirement and establish a legacy of wealth for future generations, while still having the ability to take advantage of vacations. I chose to pursue the financial industry because I want to teach others strategies to make their income contribute to their financial stability. 

I believe that more conversations regarding money should be taking place among Americans in order for them to decrease their financial stress and further enjoy the fruits of their labor. I, myself, know that money without a purpose ends up being spent frivolously; therefore, I’m committed to helping clients realize the opportunities that exist in order for them to increase their net worth with a financial plan.

I met my own financial advisor in my early twenties who helped me invest in our first home, save for my children’s college expenses, and plan for retirement as a public education teacher. As a former educator, I value building relationships and helping others achieve their fullest potential. I look forward to using these skills to help make complex and intimidating financial decisions easier to understand. 

I hold a Bachelor’s degree in Biology from Southwestern University and a Master’s degree in Biological Sciences from Texas A&M Commerce. I worked as a science teacher for nine years in Northside Independent School District at Marshall High School and Brandeis High School, and I was awarded Educator of the Year in 2017. 

My husband, Chad, and I have a two-year-old-son and a ten-year-old daughter.  I enjoy coaching my daughter’s volleyball team, traveling with my family, and spending quality time with my closest friends.