Our Staff

The Heritage Trust team is focused on service, not sales. Our team of professionals possess the skills and experience to manage your family’s wealth and legacy according to your wishes. 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

Jonathan Williams
Vice President

Emily Johnston
Cash Manager & Compliance Coordinator

Juana Bergerson
Trust Accountant

Elaine Spray
HFO Manager & Staff Accountant

Karli Snyder
Team Coordinator & Trust Account Administrator

 

Our BOARD OF DIRECTORS

The Heritage Trust Board of Directors oversees the health of the business, insuring that Heritage Trust is in compliance with all legal requirements and sound business practices, including, but not limited to, the safeguarding of client assets and account information.

Fred E. Winter
Board President

Daniel T. Montoya
Secretary

Janet Peters
Director

Craig Dill
Director