Meet the Heritage Way Team

Check the background of Heritage Way investment professionals on FINRA’s BrokerCheck.

The Heritage Way-Investment, Insurance, Retirement Program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

About Heritage Way Representative Rich Rodrigue

Rich Rodrigue Richard Rodrigue has been managing our Heritage Way program since 2005 and has over sixteen years of experience in the financial services business. Rich is passionate about helping our members develop, implement, and manage, comprehensive retirement and wealth management plans. He provides individualized investment and insurance products and services that serve our members best interests, while helping them achieve their financial goals. Members appreciate the way Rich educates them about investments and insurance using a language they can understand. He works comprehensively with each of his clients to make sure they receive a wealth plan as unique and individualized as they are.

A native of Rutland, Rich has been working and volunteering in Vermont his entire life.  Prior to joining Heritage Family Credit Union, he worked as a Financial Advisor at Morgan Stanley in Rutland. He has spoken to various college and high school classes about the importance of saving and investing for one’s future. He is a past president of the Rutland Kiwanis Club and has served on the Boys and Girls Club of Rutland County board of directors. He also volunteers with local youth hockey as an assistant coach. Rich resides in Rutland with his wife Korrine, daughter Kinsley, and sons Riley and Easton. He enjoys family time, travel, ice hockey, skiing, boating, mountain biking and is an avid motorcycle enthusiast. 

“It’s a humbling experience when someone decides to entrust you with all or a portion of their life savings. I am grateful for the opportunity to build solid relationships with our members while educating and empowering them to make good financial decisions at each life stage. I believe in giving prudent advice that helps our members achieve their financial goals and dreams while providing outstanding service.”

For your no cost, no obligation consultation to help plan your future, give Rich a call at 802.776.2154 or toll-free at 888.252.8932. You can also email him to schedule a consultation.

About Heritage Way Representative Steve Morneau

Steve Morneau Financial Advisor, Steve Morneau is based out of our 50 West Street Branch in Rutland and travels to our other branches as requested. He is available for no cost, no obligation financial consultations and can provide a variety of financial products and services to our members.

Before coming to Heritage Way, Steve operated an insurance and financial services agency focusing on the needs of local educator families as a Registered Representative/Insurance Agent.

When you need help with financial management and investment planning, Steve can provide it. With the support of numerous financial management and insurance professionals, you can receive a wealth of information from a qualified source. Steve will take the time to get to know you and will work closely with you to review your strategies, answer your questions, and create financial projections that relate specifically to you.

Steve said, “I live by the co-op principals and am truly blessed to be able to help others in need of financial advice and assistance. Money is one of the biggest stressors in people’s lives and it is very rewarding to help members in our community become financially secure and independent.”

Steve lives in Rutland with his wife Taylor, daughters Olivia and Leila, son Kaden. He plays soccer, chess and loves to volunteer. Steve has been a work-share member at Radical Roots Farm in Rutland for the past five years. He also is a huge New England sports fan, and is a two-time cancer survivor. 

For more information, or to schedule a brief no cost, no obligation meeting, simply call 802.747.2361 or toll-free 888.252.8932. You can also email him to schedule a consultation.

About Tara L. Williams, Coordinator 

Tara L. Williams Tara Williams has been with Heritage Way since 2012 and is a Certified Credit Union Financial Counselor, Medicare Specialist* and valued member of the Heritage Way Financial Services Team. Tara attended Castleton University and graduated with her B.S. in Business. When not working as part of the Heritage Way Team, Tara enjoys traveling, volunteering and spending time with her horse John Boy. 

“Finances are an important part of our everyday life, and I very much enjoy helping others with the practical matters of money management. It is a wonderful feeling to educate and empower others in the direction of building a successful financial future for themselves and their family.” 

For more information, or to schedule a brief no cost, no obligation meeting, simply call 802.776.2187 or toll-free 888.252.8932. You can also email Tara to schedule a consultation

*These certifications and any associated activities are not associated with CUNA Brokerage Services.

Investments made through Heritage Way are not insured by the NCUA.
*Representative is not a legal expert. for legal questions, including discussions on estate planning, please consult your attorney.
*Heritage Way-Investment, Insurance, Retirement Advisors are registered representatives of CUNA Brokerage Services, Inc.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker-dealer in all fifty states of the United States of Americ
a. FR-2004743.1-0118-0220
Heritage Way
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