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Heather MacKenzie-Erickson, Workers' Retirement Planning & Investment Center Registered Financial AssistantHeather MacKenzie-Erickson serves as a Registered Financial Assistant to David M. Earls, Ryan LeBlanc and the Retirement Planning & Investment Center available through CUSO Financial Services, L.P. She has over 19 years of financial services experience.

Specialty

Heather supports the production of the Financial Advisors by answering questions and describing investment products and services. She provides high quality service in all her interactions with members and prospective clients, while protecting the confidentiality of information. She prides herself on listening to concerns of the clients and providing strategic solutions. Her focus is on building quality lifetime relationships.

Education & Experience:

Heather has been with Workers Credit Union for 9 years. She is a FINRA Registered Representative, having obtained her Series 6 and 63 licenses. She also holds Life insurance license in MA. Prior to joining the Retirement Planning and Investment Center through CUSO Financial Services, L.P., Heather brings with her 10 years of experience in the Investment industry in a back office role and possess valuable knowledge on the inner workings of the industry.

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Disclaimer

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

A Safe Place for Your Money

As a member of Workers, take comfort in knowing that every dollar you deposit is safe, secure, and 100% insured. All deposits are fully insured by a combined insurance coverage of the NCUA, up to $250,000, and the MSIC covers the rest. Now that’s safe keeping.