What this means for you
Your current services continue uninterrupted.
You’ll keep working with the same professionals you know and trust and may meet some additional teammates along the way.
Your estate plan documents don’t need updated.
There is no need to amend your estate plan documents to reflect the acquisition. We have documentation of our name change, and there will be no interruption in our ability to provide the services for which HTrust was appointed.
No changes to phone numbers or physical addresses.
All office locations and phone lines remain active and unchanged.
- 233 Johnson Street, Santa Fe, NM 87501-1854
- 630 Paseo del Pueblo Sur, Suite 170, Taos, NM 87571
- 4801 Lang NE, Suite 110, Albuquerque, NM 87109-4474
- Phone: (575) 758-7700
Email addresses have been updated.
Your team members now use @adamsbrowntrust.com email addresses. Old Heritage Trust Company emails will continue forwarding temporarily.
The same team you know and trust
Patrick Anderson
EVP, Chief Fiduciary Officer & Market Leader
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Dan Brogren
Senior Consultant
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Tasha Bucher
SVP, Trust Officer
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Claire Gambacorta
AVP, Trust Officer
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Terri Hecox
Senior Trust Officer
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Mandi Plunk
Trust Officer
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Ramona Riggs
Trust Officer
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Michael Smith
Adams Brown Trust Solutions, Managing Director
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Hayden Staerkel
Senior Vice President
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Manuel Vigil
Senior Trust Officer
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