Juana Bergerson

Juana Bergerson - Trust Accountant & Treasurer

Juana is the Treasurer and Trust Accountant for Heritage Trust. She received an Associate's Degree in Accounting from Northern New Mexico Community College in 1982. She began her accounting career working for a local Taos hotel, eventually establishing her own successful business, which she ran for fifteen years.  Juana joined Heritage Trust in December of 2001 and graduated from UNM with a Bachelor’s Degree in University Studies in 2005. Juana oversees the principal and income accounting program for Heritage Trust, making sure all transactions are  properly entered, and providing mentoring and training to the Heritage Trust team.  Her attention to detail ensures that Heritage Trust meets the highest standards in trust and estate accounting. In her free time, Juana enjoys family and friends, cooking, walking, traveling, and, especially, training and having adventures with her standard poodle, Benji.

Contact

Toll Free : 800.850.7775 x 208
Taos : 575.758.7700 x 208
Albuquerque : 505.758.7736 x 208
Santa Fe : 505.473.7770 x 208

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