Heritage Capital Concepts

CONNECT

Address:

1925 Dominion Way Suite 200
Colorado Springs, CO 80918

Phone:

(719)570-1420

Our Team

 
 

Richard H. ParadisRichard H. Paradis*

Founder

Rich Paradis started R.H. Paradis & Associates in 1981 chasing his dream for building a comprehensive financial planning firm that listens to the needs and concerns of clients and delivers the most current products and solutions.   Rich's family, also believing in the dream, joined in to make it happen.  His wife Jane joined him in 1983 as office manager.  His son Steve joined the firm in 1990 to help grow the business.  Rich's focus has been on the investment advisory side of the firm while Steve has focused primarily on the insurance needs of their clients.  Their hard work has resulted in over 7,000 households up and down the front range of Colorado being provided with financial security, insurance and a friend for life.

The firm has historically had a strong business relationship with the Harford Life Insurance Company.  Rich served on the Harford Leadership Council from 1995 to 2006 which was responsible for product development and improving communication between the field and the home office. 

He has been recognized as a member of Harford's Captain's Club for producing over $1 million in premium in 1999, 2007 and 2013.  R.H. Paradis and Associates was recognized by Hartford in 2002 as the top outstanding agency of the Hartford network. 

With pride Rich continues to serve his clientele and friends while working with his son Steve moving forward into the 2nd Generation of their families future with Heritage Capital Concepts.  Maintaining the high ethical commitments and values of the past while providing innovative approaches for the future.  

Rich was an active memeber of the Board of Directors for his church and for the Boy Scouts of America. He continues to enjoy exploring the country with his wife, Jane in their RV.   

Rich holds his Series 6, 63 and 26 registrations.

 

Steven ParadisSteven Paradis

President-CEO

Following his father Rich to work Steven was interested and part of the financial world from a young age.  Steve joined R.H. Paradis & Assoc. in 1990 as the Operations and Marketing Director.  Since joining the firm, Steve has led the development and growth of their family insurance business.  Now taking the helm of their 2nd generation company, Heritage Capital Concepts.

Over the years, Steve has focused on educating clients on the importance of life insurance and long-term care insurance to protect individuals and families from the unexpected.    He continually researches new companies and products entering the market to ensure we maintain a competitive edge and to ensure that the firm provides the most up-to-date suite of products available. 

The firm has had a strong business relationship with the Hartford Life Insurance Company.  During this relationship,  Steve has been recognized as Marketer of the Year, Presidents Trophy, Diamond Club, and participated in the Strategic Action Council and Leadership Circle. 

Heritage Capital Concepts continues to evolve and move forward with strategic partnerships, always placing our clients and their needs at the forefront of our business relationships and decisions.

Steve has been active on the Board of the Boy Scouts of America, has served on the Board of Directors for his church, and on the Board of New Horizon's Band of Colorado Springs.   He is currently President of his Homeowner's Association.

Steve enjoys reading, spending time with his wife Jenny and playing with their dog Buddy in their Colorado Springs home. 

 

Jane ParadisJane Paradis

Co-Founder

Jane Paradis joined her husband's company R.H. Paradis & Associates in 1983. sharing in his belief of building a firm that provides personal, quality and financial planning services.   She has held her insurance license in Colorado for 31 years.  Her primary responsibilities were office management and administration with personal client contact.  

Today she shares the incredible company association and personal growth she has had being part of the financial world of investments.  The growth and evolution of the Company has been a large and rewarding journey in  her life. 

The journey was not an easy one with the changing times and turmoil of a start up business.  She learned to roll with the punches, remake the wheel  and climb to the top of the mountain.  The reward- being able to help and touch the lives of so many people helping them to understand financial planning.  Providing a Road map for middle class America to plan for the future and retirement. 

Here is a woman filled with sincerity, passion and devotion .  Having achieved many rewards and accolades over the years from their former Inner-Circle  Hartford Relationship.  Jane and Rich have enjoyed being treated like king and queen during travels to England, Dublin, Hawaii and more as Company appreciation. 

Now semi-retired, Jane looks forward to more local adventures of the Colorado Rocky Mountains and traveling with Rich in their RVnationwide.  She is active in her church and choir, and enjoys reading and shopping.   One can't miss the proud twinkle in her  eyes  when called upon for special projects to assist her son Steve with the 2nd generation company....Heritage Capital Concepts!

Jane is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.

 
Jenny ParadisJenny Paradis**

Investment Advisor Representative




Jenny, as an Investment Advisor Representative, works with clients to understand their financial goals and objectives and develops customized retirement and life insurance solutions.  Clients of all ages appreciate her ability to translate complex financial information into easily understood language.



Professionally, she worked as Manager for Colorado College Bookstore, as a Contract Specialist III for local school district, and joined R.H. Paradis and Associates in 2012. 



She obtained Colorado State Insurance Licensure and became an Investment Advisor Representative by obtaining her Series 7 and 66 registrations.



Jenny is a graduate of Leadership Pikes Peak and has served and the Director of the Worship Board for her church.



A lifelong learner, Jenny obtained an undergraduate degree from Frostburg State University and master degrees from the College of Notre Dame of Maryland and the University of Colorado at Colorado Springs. 



Away from the office, Jenny is an avid reader and weekend gardener and most importantly enjoys spending time with her husband Steve and their dog Buddy.
 

Robert YinglingRobert Yingling*

Registered Representative

Bob Yingling has been working in the financial industry since 1988, joining  R.H. Paradis & Associates in 2003.

A seasoned professional,  Bob utilizes his education and experience to lay out the structure and road map for his clients based on their individual financial requirements and helps them build their retirement plans accordingly.  His attention to detail, good communication skills and tenacity are attributes that have earned him the appreciation and long term relationships with his growing client base.

Bob has earned many honors throughout his career and continues to excel in the Financial Field. He is a graduate from NEC in Harrisburg, PA with a degree in Architecture.

Bob is happily married to his lovely wife, Tane, and has four adult children and six grandchildren.  

When he is not working, Bob enjoys golfing, playing and watching sports and spending time with family and friends.

Bob holds Series 6 and 63 registrations.

 
Kieth VaughnKieth Vaughn

Process & Technology Director




Kieth Vaughn is an Administrative Specialist, overseeing the day to day processing and maintenance of client data.  He is the go to guy on computer or phone issues.  He interacts with clients and staff daily to resolve issues and matters of concern.  He has brought the firm from the days of the typewriter into the computer age.



Professionally, he served in the Armed Forces for 20 years before joining R.H. Paradis & Associates in the summer of 1994.



He obtained and has maintained a Colorado State Insurance license.



 




* denotes that person is registered for securities

**denotes that person is registered for securities and advisory services

 

 

 

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck