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Meet Naomi

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Naomi Mondragon

Administrative Assistant

Naomi plays a key role in supporting the firm’s clients, making sure they have everything they need throughout the planning process. She helps update their accounts, schedule review meetings, and answer questions to ensure they feel confident about their next steps. Naomi is also Roseann’s point person, making sure critical tasks are taken care of so Roseann can focus on serving clients. Having grown up watching her mom at work, Naomi has a knack for recognizing what needs to be done, and she’s dedicated to delivering the personal, high-touch service Roseann’s clients have come to rely on.

Client Service Approach

Naomi is passionate about cultivating a positive experience for clients. She’s often the first face people see when they come to the office, and she exudes a vibrant, welcoming energy that puts them at ease. She understands the importance of reliable, personal support, and she knows that “little” things—like calling someone back and taking time to walk them through an issue—can make a big impact. She makes a point to respond to client requests efficiently, giving them peace of mind that they are heard and cared for.


Languages Spoken

  • English

  • Spanish


Education

  • Associate’s degree – Tyler Junior College


Personal life

Naomi lives in Tyler, Texas, with her husband Jairo (aka Jay) and their two dogs, Ranger and Riley. The couple spends much of their time wrangling their fur-babies, hanging out with their families, or participating in activities with their church. Naomi especially loves volunteering with the kids (she was a daycare teacher in college), and she enjoys helping with Vacation Bible School in the summers.

Naomi is also an avid reader—most of her shelves are filled with fantasy novels, and the others are home to various Lego sets—her other “introvert hobby.”


A Q&A With Naomi

If you could eat only one meal for the rest of your life, what would it be?

I really like enchiladas, especially my mom’s—she makes really good enchiladas.

What or who makes you laugh?

My husband. He and I both grew up with a bunch of boys, and he makes me laugh.

What’s a movie everyone should see before they die? 

I’m a big Disney fan, so I’m going to say Lilo & Stitch. I’ve been watching that frequently lately. I think it’s a cute movie about a family.

What can instantly put you in a good mood?

Food. If someone brings me food, I’m pretty happy.

If you could spend the day with a fictional character, who would you choose?

Rune, from The Crimson Moth duology. I loved her because she gave me Bridgerton vibes—she’s just the girliest girl, and so elegant. I love that. I would definitely want to spend a day with her. 


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821 East Southeast Loop 323, Suite 500
Tyler, TX 75701

Office: 903-372-4924
Roseann@restradafinancail.com

“But those who hope in the LORD will renew their strength. They will soar on wings like eagles; they will run and not grow weary, they will walk and not be faint.”
- Isaiah 40:31 -
Disclosure

Roseann Estrada is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #15947153), AZ, CA (CA Insurance License #0I01744), CO, DE, FL, GA, LA, MD, MO, MS, NM, NV, OH, OK, OR, PA, SC, TX, and WA. No insurance business may be conducted outside the states referenced.

Roseann Estrada is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 821 E Southeast Loop 323 Ste 500, Tyler, TX, 75701, 903-372-4924. In this regard, this communication is strictly intended for individuals residing in the states of CA, DE, NM, OH, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Roseann Estrada is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, DE, NM, OH, TX, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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