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Mary Rodriguez (LUTCF, RHU, ChHC)

Founder, Integrator

Meet Our Team - Professional and Welcoming Group at a Conference Table Faces the Camera, Team Leader Sitting on the Table with Arms Folded

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(Life Underwriter Training Council Fellow, Registered Health Underwriter, Chartered Healthcare Consultant)

Mary Rodriguez is a native of San Antonio and a 1973 graduate of Thomas Jefferson High School. She earned her Baccalaureate degree in Music Education from St. Mary’s University in 1976. From 1977 until 1984, Mary taught music in San Antonio area parochial schools. In 1984 she became manager of band instruments for Caldwell Music, a position which involved her directly in retail sales of musical equipment and accessories to school districts and to the general public.

Mary began her career in the financial services industry in 1985 when she joined the San Antonio agency of Principal Mutual Life as a career agent. Over the next few years, Mary’s practice became more focused in the areas of disability income and health insurance.

In 1990, after five years as a career agent with Principal, Mary joined with her husband, Jerry Mathis to open an independent insurance agency, M.A.R. Financial Group.

In 2007, Mary and her husband opened the A R M Insurance Agency, Inc, an independent “Trusted Choice” agency to complete services to their business clients by providing access to general liability, workers’ compensation, and all other business insurance lines as well as personal insurance products such as homeowners, auto, and umbrella.

Mary was installed as a Fellow of the Life Underwriters Training Council in 1990, and she has been a frequent moderator for the LUTC education program, teaching the disability income and business insurance courses. She earned the Registered Health Underwriter’s designation in 1995. Most recently she has earned the Chartered Healthcare Consultant designation from the American College in Bryn Mar, PA

Mary is an active member of the National, Texas, and San Antonio Association of Insurance and Financial Advisors, serving as a member of the professional development and continuing education committees. In 1999 she was elected to a two-year term as Director for the Association for Health Insurance Advisors, a focus group of NAIFA. In 2006 she was elected President of NAIFA-San Antonio. In 2015 Mary was named to the San Antonio NAIFA Hall of Fame, a recognition only twenty-fie individuals have achieved in the eighty-year history of the organization.
Mary is a frequent public speaker before civic groups on the topic of insurance and risk management, and she has lectured on business insurance concerns for SCORE. Mary holds the position of associate professor at St. Phillips College where she has served the college and the small business incubator program as an insurance resource person.

Mary has authored articles on Disability Insurance and Medical Insurance which have been printed in the San Antonio Business Journal, as well as several national publications. She has been frequently quoted as an expert on Health and Disability insurance in the San Antonio Express News and other periodicals.

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