Our Team

The Heritage Trust team is focused on service, not sales. Our team of professionals possess the skills and experience to assist with the long-term preservation of your family’s wealth and legacy. Our team approach also means every member of our team is dedicated to your success, and you’ll always be able to find assistance when you need it.

Fred E. Winter
President, Chief Executive Officer, CPA

Daniel T. Montoya
Secretary, Executive Vice President
& Trust Officer, JD

Jonathan Williams

Jonathan Williams
Vice President

Catherine Brandenburg

Catherine Brandenburg
Chief Operating Officer

Juana Bergerson
Trust Accountant

Elaine Spray
HFO Manager & Staff Accountant