Charlotte Rodriguez

Charlotte is the Operations Director for the firm. Her principal responsibility is to provide professional account service and support to new and existing clients, serving as the primary liaison between clients, custodians, and other industry service professionals. Her passion lies in helping people, whether through processing of current or past financial paperwork or through volunteerism with client appreciation events. She is also responsible for portfolio and account performance software reconciliation and is dedicated to providing clients with the highest level of service and accuracy possible.

Charlotte has been with the company since 2005 and is also a licensed professional notary public.

In her free time, Charlotte is an active member in local chapters for both the American Legion Auxiliary and the Elks Lodge and participates in numerous charitable events throughout the year. A Wisconsin native, Charlotte enjoys paper-crafting and traveling and exploring historical sites throughout the United States with her husband.