Melissa Rodriguez
Director of Operations
(312) 239-1331
melissa@riverpointwealth.com
For more than 20 years, Melissa has been working in the financial planning industry. She has numerous responsibilities with Riverpoint Wealth Management, but none are more important than her dedication to working directly with clients to provide timely assistance and resolution of client service needs and requests. In addition, she is responsible for overseeing all of the back office operations and managing the daily workflow at Riverpoint. It is Melissa’s goal to provide a maintenance free experience while delivering high-quality personalized service to clients.
Melissa resides in Lockport with her husband Ed and their three children Arianna (23), Noah (17), and Charlotte (11).
Q&As with Melissa
Q: Where did you grow up?
A: I grew up on the southwest side of Chicago, in the Clearing neighborhood with my parents, two sisters, and one brother.
Q: Family Life?
A: I have been happily married to my husband Ed for 21 years. Together, we have three amazing children. Our oldest Arianna is 23 and graduated from Southern Illinois University Edwardsville in May with her bachelor’s in Social Work. She is currently back in school working on her Master’s while also interning. Noah, our 17-year old, is in the middle of the bunch. He is a junior in high school and has starting looking at colleges where he hopes to major in Computer Science. Noah has many hobbies but the two that come to mind are, chess and video games. Charlotte is our youngest (11 years old) and she is currently in 6th grade. The majority of her free time is spent on soccer. She plays left outside mid on her travel team.
Q: Where do you reside?
A: I live in Lockport which is in the southwest burbs. We moved to Lockport in 2001, and moved to a new home that we built in 2016.
Q: What do you enjoy outside the office?
A: When “mom duty” is done, I spend my free time hiding in a quiet place with a page-turner. I also enjoy walking and getting together with friends and family.
Q: Favorite Family Vacation?
A: My absolute favorite vacation is Disney World, maybe because we were married on Disney Grounds or maybe it’s the smiles on all of the kids’ faces, either way I can’t get enough of it.
Q: What do you enjoy about the financial planning profession?
A: I have been in the industry for 20+ years and the most enjoyable moments, in my opinion, would be when a client either retires and/or has reached their financial freedom. I see their hard work, discipline, and determination over the years. It is inspiring and rewarding to witness them accomplish their goals.
Fast Facts about Melissa
Favorite Meal/Drink/Dessert: chicken parmesan, pomegranate Bai, cheesecake
Bucket List: see the Northern Lights preferably in Iceland.
Favorite Quote: “Tis better to have loved and lost than never to have loved at all” -Lord Tennyson
Favorite Book: there are many, but an all-time favorite is “The Door to December” by Dean Koontz
Favorite TV Show or Movie: Lost