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Meet the HCU I and I Team

Overview

Learn more about the people behind HCU Investment & Insurance Services

HCU Investment & Insurance Services is located at Heartland Credit Union. There are many services that members need to succeed in life. That's why HCU Investment & Insurance Services is available, to help address your financial needs.

  • Services include:
  • Education Funding
  • Insurance
  • Investments/Brokerage
  • Retirement Planning

The Team

Monte-Cross

Monte Cross leads HCU Investment & Insurance Services. Monte has been in financial services for the past 10 years.  As a Financial Consultant, Monte is fully registered to handle all investment and insurance needs.  No matter what the life situation is, Monte will help find a strategy tailored for every individual.

"Whatever your goals, whatever your dreams may be, I can help develop a strategy to help take you there."

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Monte is registered in: AZ, AR, CA, CO, FL, GA, IN, IA, KS, LA, MI, MO, NE, NJ, NY, OK, SD, TX, VA, WA, & WY

 VicEdwards  

Vic Edwards has over 23 years of financial services experience.  He is committed to offering personal service and trusted guidance to help you reach your financial goals.  Vic’s office is located in the Heartland Credit Union branch at 29th and Main in Hutchinson. "My job is to help you define your goals so that we can create a personalized plan using the investments tools best suited to help you reach them."

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Vic is licensed in Kansas, Missouri, Arkansas and New Mexico.

 Cali Lehman  

Cali Lehman has over a decade of financial services experience. She provides personalized, unbiased guidance for her clients and always puts the member’s needs first when crafting a plan to help them reach their financial goals. Cali’s office will be in the 23rd and Severance branch in Hutchinson until she transitions to Heartland Credit Union’s new branch in Maize, in the spring of 2017. "I believe that each member brings a unique set of circumstances, challenges and goals. It is my job to listen to your overall goals and risk tolerance in order to build a personalized investment plan that will help meet those needs."

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Cali is licensed in Kansas.

 

 

 

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Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Heartland Credit Union and HCU Investment and Insurance Services are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona, Arkansas, California, Colorado, Florida, Georgia, Indiana, Iowa, Kansas, Louisiana, Michigan, Missouri, Nebraska, New Jersey, New York, Oklahoma, Virginia, Washington, and Wyoming.