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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Juana Bergerson

Juana Bergerson - Chief Financial Officer & Treasurer

Juana is CFO for Heritage Trust. She was born in Montevideo, Uruguay, and has lived in the United States since 1977. She came to Taos, New Mexico in 1980, received an Associate's Degree in Accounting from Northern New Mexico Community College in 1982 and a Bachelor in University Studies in 2005. Juana established a plumbing business in Taos, which she ran for fifteen years. She first joined our affiliated CPA practice in 2001, and then joined Heritage Trust in December of 2001.


Toll Free : 800.850.7775 x 3203
Taos : 575.758.7700 x 3203
Albuquerque : 505.758.7736 x 3203
Santa Fe : 505.473.7770 x 3203


Meet The Rest of Our Team