Anthony Rodrigo

Anthony Rodrigo supports TaxWise by bringing a wellness and brain-health perspective to our group benefits and group retirement planning conversations. His role helps us look beyond the technical design of benefits, insurance, and retirement programs and consider how workplace well-being, mental resilience, and employee health can affect business performance, employee retention, and long-term organizational outcomes.

Through his work with TruStone Financial’s Group Insurance and Group Retirement Solutions Division, Anthony helps TaxWise strengthen the value we bring to employers and plan sponsors. His focus on whole-person well-being, advisor support, and brain health aligns with our goal of helping businesses build benefit and retirement programs that are not only competitive, but also more meaningful, sustainable, and relevant to the needs of today’s workforce.