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Meet Our Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Richard Paradis

Richard H. Paradis

Founder

719-570-1420

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....

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Steven Paradis**

Steven Paradis**

President-CEO

719-570-1420

sparadis@heritagecapitalconcepts.com

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...

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Jane Paradis

Jane Paradis

Co-Founder

719-570-1420

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...

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Jenny Paradis**

Jenny Paradis**

Investment Advisor Representative

719-570-1420

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...

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Nancy Waller

Nancy Waller

Administrative Assistant

Ron Cornell

Ron Cornell

Registered Represenative

A genuine business professional, Ron Cornell, has been in the financial industry for over 35 years. He has always been concerned with the human condition and makes continuing effort to improve his faith, family, and community. He is...

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* denotes that person is registered for securities

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

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.