Contact Us

Taos, NM

630 Paseo del Pueblo Sur
Suite 170
Taos, NM 87571

Toll Free: 800-850-7775
Phone: 575-758-7700
Fax: 575-758-7736

Santa Fe, NM

233 Johnson Street
Santa Fe, NM 87501-1854

Phone: 505-473-7770
Fax: 575-758-7736

Albuquerque, NM

4801 Lang NE
Suite 110
Albuquerque, NM 87109-4474

Phone: 505-256-7700
Fax: 575-758-7736

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Daniel T. Montoya

Daniel T. Montoya

Daniel T. Montoya - Executive Vice President & Secretary, JD

Daniel is an attorney licensed to practice law in NY, 1985, and NM, 2008. He received a B.A. in Psychology in 1981 from Columbia College and a J.D. in 1984 from Columbia University School of Law. Prior to moving to Northern New Mexico in 1997, Daniel practiced corporate finance, securities, and banking law for 13 years in NYC, including working for the trust and custody departments of Citibank, N.A. and Marine Midland Bank, N.A. From 1999-2001 he served as the first director of Taos Community Foundation. Prior to joining the staff of Heritage Trust, Daniel provided consulting services to various businesses, including compliance work for Heritage Trust.



Toll Free : 800.850.7775 x 207
Taos : 575.758.7700 x 207
Albuquerque : 505.758.7736 x 207
Santa Fe : 505.473.7770 x 207


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