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
Chief Financial Officer & Treasurer
Office Manager & Staff Accountant
HFO Manager & Staff Accountant
Trust Account Administrator, Paralegal