Brooke Rodriguez
Brooke Rodriguez
Client Service Representative
Brooke is a lifelong Texan, growing up in Katy. She graduated from Baylor University and began her career in Long-term care. Her desire has always been to help people have the best quality of life possible no matter what stage of life they currently reside. Through her experience in healthcare Brooke brings a vast amount of knowledge and expertise to help clients navigate long-term care, Medicare, and Supplement insurance.
Brooke joined Klein Wealth Management in 2018 as the Customer Services Representative. She currently holds her Life, Health, and Disability insurance license for the state of Texas and is studying to test for her Series 7 and 65 FINRA Registrations.
When she isn’t working, Brooke enjoys spending time with her husband of 11 years Beau, and their two children Marcus and Kynzie. She is a member of Salem Lutheran Church and enjoys spending time with the ones she loves.
Why work with the Klein Team?
We pair dedication and experierence with
innovative solutions to assist our clients in
all aspects of financial planning
and future building.
ABOUT US
Our Mission is to understand and serve the financial needs of our clients with quality solutions and compassionate care.
Tax, Accounting, & Business Services Offered Through L. Klein & Co., P.C., a registered CPA firm.
Financial Services offered through Klein Financial Services, L.P., not a CPA firm.
Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA) Securities offered through J. W. Cole Financial, Inc. (JWC) Member
FINRA/SIPC. Klein Wealth Management, L. Klein & Co., P.C., and Klein Financial Services, L.P. are not affiliated with JWC/JWCA
Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Klein Wealth Management are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state
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