Senior Registered Account Administrator
Cathy Anderson is Rodriquez Wealth Management's Senior Registered Account Administrator, leading the daily operations of the team and striving to ensure service excellence for clients. Cathy has worked exclusively with Jesse and his clients since 2003. Her dedication to client satisfaction is evidenced by her attention to detail in servicing clients' financial needs, including acting as a trusted liaison between our clients' tax and legal professionals. Cathy has been in the financial services industry since 1981 and has been registered since 1987. Cathy is the proud parent of two children with both holding positions in the financial services industry.