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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123 Street Avenue, City Town, 99999

(123) 555-6789

email@address.com

 

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OUR TEAM

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. 

Contact Heritage Trust or a specific member of our team using our our Staff Directory.
 

Fred E. Winter
President, Chief Executive Officer, CPA

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

Juana Bergerson
Chief Financial Officer & Treasurer

Kristi Luhar
Office Manager & Staff Accountant

Elaine Spray
HFO Manager & Staff Accountant

Janet Soffera
Trust Account Administrator, Paralegal