Heather 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.
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.