Meet the Heritage Way - Investments, Insurance & Retirement Team Heritage Way

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The Heritage Way - Investments, Insurance & Retirement Program is offered through LPL Financial*, a registered investment advisor and broker-dealer (member FINRA/SIPC).


About Heritage Way - Investments, Insurance & Retirement Representative Rich Rodrigue

Rich Rodrigue Rich has been with the Heritage Way – Investments, Insurance, & Retirement program since 2005 and has over twenty years of experience in the financial services business. He is passionate about helping Credit Union members develop, implement, and manage, comprehensive retirement and wealth management plans. He provides individualized investment and insurance products and services that serve credit union members best interests, while helping them pursue 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 Way – Investments, Insurance, & Retirement, 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, along with their beloved Boston Terrier named Crickett. He enjoys family time, ice hockey, skiing, golfing, 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 clients work toward 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 - Investments, Insurance & Retirement Representative Steve Morneau

Steve Morneau LPL Financial Advisor Steve Morneau is based out of our 30 Allen 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 Credit Union members.

Before coming to the Heritage Way - Investments, Insurance & Retirement Program, 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 confident 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 at 888.252.8932. You can also email him to schedule a consultation.

About Heritage Way - Investments, Insurance & Retirement Representative Colton Blackman

Colton Blackman Colton Blackman is the newest member of the Heritage Way - Investments, Insurance & Retirement Program team, joining the investment program with over eight years of experience in the financial services industry. Colton is enthusiastic about helping clients address their financial goals through customized financial planning and wealth management strategies. He has a strong understanding for all types of investment options available to members and specializes in tailoring those options for each client based on their unique goals and objectives.

“Growing up in Vermont, it has always been important to me to serve my community. I feel that retirement planning is something that everyone should be empowered to do, and I’m honored to help Credit Union members accomplish their financial goals.”

Raised in Killington, Colton has always had a strong sense of community and is proud to be joining the Heritage Way - Investments, Insurance & Retirement team. Colton graduated Cum Laude from The George Washington University with a Bachelor in Business Administration, dual majoring in Finance and Entrepreneurship. He currently lives in Woodstock, VT, with his wife Katie and Labrador retriever, Brooks. Colton enjoys skiing in the winter, while golfing and boating on Lake Champlain during the summer months.

Call or email Colton for your no cost, no obligation consultation to discuss your financial goals and hear about our options to help you pursue them. Colton can be reached at 802.776.2171 or toll-free at 888.252.8932. You can also email him to schedule a consultation.

About Tara L. Williams, AVP Associate Representative

Tara L. Williams Tara Williams has been a valued member of the Heritage Way - Investments, Insurance & Retirement Program Team since 2012. As AVP Associate Representative, she provides support to the Financial Advisors and clients of Heritage Way - Investments, Insurance & Retirement Program. Tara is a Medicare Supplement Specialist* providing no cost, no obligation Medicare Supplement Insurance Consultation. Tara attended Castleton University and graduated with her B.S. in Business before joining the Credit Union in 2010. When not working as part of the Heritage Way - Investments, Insurance & Retirement team, Tara enjoys helping out at her family’s horse boarding stable, gardening and volunteering in the community.

“Finances are an important part of our everyday life, and I love being able to help educate, empower, and support others in managing their finances and planning for their financial future."

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


Madeline JockellAbout Madeline Jockell, Program Coordinator

Madeline Jockell joined Heritage Family Credit Union in 2016 and has held various different positions at all the Rutland branches, including Teller Two and Member service Coordinator.  Madeline joined the Heritage Way - Investments, Insurance & Retirement team in 2020 as Program Coordinator and is thrilled to help Credit Union members become their best financial selves.

When not at work, Madeline enjoys anything artistic and creative, and takes every opportunity to make a trip out to the beach.

“Financial fitness is not a pipe dream or a state of mind. It’s a reality if you are willing to pursue it and embrace it.” – Will Robinson




 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Heritage Family Credit Union and Heritage Way - Investments, Insurance, Retirement are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heritage Way - Investments, Insurance, Retirement, and may also be employees of Heritage Family Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heritage Family Credit Union or Heritage Way - Investments, Insurance, Retirement. Securities and insurance offered through LPL or its affiliates are:
 

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value
 

The LPL Financial Registered Representative(s) associated with this website may discuss and/or transact business only with the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
 

*Representative is not a legal expert. for legal questions, including discussions on estate planning, please consult your attorney.
**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

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