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 how Rich educates them about investments and insurance using a language they can understand. He works comprehensively with each of his clients to ensure 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. Before 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, 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 the Credit Union's 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, call Rich at 802.776.2154 or toll-free at 888.252.8932 ext.2154. You can also email him to schedule a consultation.
Colton Blackman is the newest Heritage Way - Investments, Insurance & Retirement Program team member, 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 of 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 join the Heritage Way - Investments, Insurance & Retirement team. Colton graduated Cum Laude from The George Washington University with a Bachelor's in Business Administration, dual majoring in Finance and Entrepreneurship. He lives in Woodstock, VT, with his wife, Katie, his daughter, Eloise, and their 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 options to help you pursue them. Colton can be reached at 802.776.2171 or toll-free at 888.252.8932 ext.2171. You can also email him to schedule a consultation.
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 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 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 meeting, call 802.776.2187 or toll-free 888.252.8932 ext.2187. You can also email Tara to schedule a consultation.
As the new Program Coordinator, Pam provides support to the Financial Representatives and most importantly the clients. Pam attended the University of Vermont where she graduated with a Bachelor's Degree before embarking on her career path. In the time apart from Heritage Way - Investments, Insurance, and Retirement, Pam enjoys cooking, travel, boating, and exercise activities.
"I enjoy meeting our clients and find working with them to be a rewarding experience."