

Financial Advisor
Lisa Rodriguez
300 S County Farm Rd Suite H, Wheaton, IL 60187opens in a new windowAccepting New Clients
Serving clients of all asset levels
Focus Areas
- Entrepreneurs & Business Owners
- New Investors
- Retirement Savings Strategies
Focus Areas
- Entrepreneurs & Business Owners
- New Investors
- Retirement Savings Strategies
Personal Interests
- Gardening
- Pickleball
- Reading
- Volleyball
- Walking
Team Members
Maria TripylasBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Tue | By Appointment Only |
| Wed | By Appointment Only |
| Thu | By Appointment Only |
| Fri | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
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