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Bring Wellness to Your Workplace

Insight and Education for Your Employees

Employee Financial Health Starts at Work

InRoads Credit Union wants to help improve your employees’ financial future. Why? Because when your employees are financially stable at home they’ll bring that stability and assurance to the workplace. With some insight and education from InRoads, we can help them achieve a new level of financial success that benefits their household budget, overall health, and gives them peace of mind. All of that can add up to less sick days at work, more focus while on the job, and added productivity.

Our Wellness Program is Another Perk of Doing Business with InRoads

InRoads Credit Union has educational materials ready for your employees. We bring financial education and insights to your employees and it won’t cost your company anything. In just a short amount of time, you’ll see the difference. Need proof?

sixty eight percent

68% of employees say they would use personal finance services when available.*

fifty percent

Half of all Americans are stressed about money and spend upwards of 3 hours per week dealing with financial issues while at work.*

fifty five percent

55% of employers offer a financial wellness program of some type to their employees.**

Watch Your Employees Grow with Financial Workshops at Your Office

The InRoads Business Development team brings financially focused, in-person or contactless virtual workshops to your office. These fresh and fun events are more than a presentation and a stack of handouts. They’re interactive, fun, and informative. Topics include:

  • Becoming a Homeowner – your dreams are just a home loan away
  • Buying a Car and Driving Away Happy – understand the car buying process to get the best deal
  • Planning for Money Milestones – whether it’s paying for college, a wedding, or retirement, planning is essential
  • Solving the Mystery of Credit Reports – get to know your credit report and how to read it
  • Understanding Credit – learn all about the reporting agencies and what good credit can do for you
  • Retirement Planning Later in Life – it’s not too late to get your retirement plan into motion
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Jason Moos and Brittney McCollum will bring money-savvy financial insights to your team.

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Employee Wellness Starts with You

Our Business Development team will introduce your employees to InRoads Credit Union. We’ll also show them what we can do for their finances and bring our unique brand of financial education to your workplace. That includes virtual or in-person workshops, online articles and calculators, low-to no-cost financial products and services, as well as financial advice and planning opportunities.

Jason Moos

Jason never shows up to work with anything less than a friendly smile, a crisp shirt, and attention to detail that he wields like a Jedi Master. With his years in the Air Force behind him and his extensive background in manufacturing, aerospace technology, and banking always at his fingertips, Jason has been working and advocating for small businesses in a variety of roles for over 16 years.

“I’m passionate about making a difference in the daily lives of the people in our community. I love to create, identify and develop opportunities through authentic relationships and partnerships. InRoads gives me the opportunity to truly make an impact with financial wellness and service to our field of membership.”

In addition to being incredibly detail-oriented and people-centric, Jason is also a collector of vinyl records, vintage toys and anything pop culture that catches his eye. When he’s not traveling with his family, this father of two loves live music and runs an average of four miles every day to stay sharp and focused.

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Jason Moos, Business Development Manager

Brittney McCollum

Brittney has been a big part of the InRoads Credit Union team for a while. In fact, she was instrumental in the launch and success of InRoads LIVE long before the pandemic made it a necessity for members everywhere. Today, she’s part of the InRoads Business Development team, building strong relationships with local businesses, their employees, and members throughout the community.

“Being part of the InRoads team has been such a prime motivator for me to become involved in our surrounding neighborhoods. I’m proud to be part of the community and to help local businesses bring workplace wellness to their employees.”

A true Oregonian, Brittney loves to go camping and hiking in any weather with her tribe of children — even in the rain. She’s an avid gardener who raves about the soul-enhancing qualities of the simple, fresh-tomato sandwich, as well as the get-up-and-go virtues of coffee.

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Brittney McCollum, Business Development Assistant

How Can We Help You and Your Employees?

Call Jason

503.366.6329

Send a message
Email us
Call Brittney

503.366.6335

  • *PWC Employee Financial Wellness Survey – 2017 results; **2016 Hot Topics in Retirement and Finance Well-Being.