Kelley Rodriguez

Kelley Rodriguez

Client Services

Kelley Rodriguez is a client services assistant at Fedor Financial. She assists Dave in everything related to client management. This often includes scheduling appointments for frequent portfolio reviews with clients and handling beneficiary changes and address changes.

After years of being a stay-at-home mom to her four children, Kelley decided to go back to school. She enrolled in Springfield Technical Community College when her youngest started kindergarten. She graduated from STCC with an associate degree in accounting administration and a certificate in customer service. The courses she took were very helpful in her role today!

Kelley believes that being a mother has greatly helped with her natural ability to treat our clients as members of our financial family. Whether it's on the phone, in person, or even through email, her caring nature and personal touch create an interpersonal connection that leaves our clients feeling safe, special, and part of a family.

While not working, Kelley enjoys spending time with her husband, kids, and family. She has three boys, ages 25, 23, and 12, and one girl, age 10. They spend their summer vacations at the Cape with extended family and spend as much time as they can with their good friends. Kelley loves to read fiction novels but sometimes has trouble making herself go to bed when the book is interesting!