Heather Addison, J.D., CTFA

Trust Officer

Certified Trust & Fiduciary Advisor

Marquette Trust & Investment Services

Heather joined SNBT in 2018 as a Trust Officer in our Marquette Office. Her many years of non-profit and legal experience is an excellent fit for the multifaceted Trust Team. In her role, she is primarily responsible for establishing and nurturing client relationships. Heather graduated from the Trust Program at the Cannon Financial Institute and has earned the Certified Trust and Fiduciary Advisor (CTFA) designation.

On the weekends, Heather can usually be found outside. She is happiest spending time with her family - especially traveling with them, because her biggest passion in life is exploring new places and meeting new people. She's happiest with a backpack, a guidebook, and a bottle of water.

Credentials

  • Juris Doctor from the University of Minnesota Law School
  • Certified Trust and Fiduciary Advisor (CTFA)
  • B.A. Degree from Albion College
  • Courses in Wills & Trusts, Estate Planning, and Tax