Our team

Karen Rodriguez, CIMA®

Director, Business Intelligence & Advisor Services


[email protected]

17 Years with H&W 30 Years of Industry Experience

Karen Rodriguez is responsible for CRM administration. This includes overall user support, data integrity, system administration and process maintenance for sales and marketing.  She works closely with various departments to identify, develop, and deploy processes to support our continued growth.

Prior to joining the firm, Ms. Rodriguez worked at Transamerica Retirement Services as an Internal Wholesaler. She also held various roles at T. Rowe Price, Buck Consultants and Manulife. Ms. Rodriguez received her BA in Psychology from the University of Southern California and holds the Certified Investment Management Analyst® designation from the Investments & Wealth Institute. In addition, she holds FINRA Series 7 and 63 registrations.