Heather Addison, J.D., CTFA
Marquette Trust & Investment Services
115 S. Lakeshore Blvd, Ste D
Marquette, MI 49855
“It’s exciting to be part of a team who’s committed to acting in the client’s best interest and providing exceptional guidance.”
Heather joined SNBT in 2018 as a Trust Officer in our Marquette Office. Her 12 years of non-profit and legal experience is an excellent fit with the multifaceted Trust Team. In her new role, she is primarily responsible for establishing and nurturing client relationships. Heather is recently graduated from the Trust Program at the Cannon Financial Institute and has earned the Certified Trust and Financial Advisor (CTFA) designation.
Prior to joining SNBT, Heather was an attorney for both Hackney, Grover, Hoover & Bean, and Legal Services of Northern Michigan, as well as program coordinator for the Alzheimer’s Association, and the Blueprint for Safety Advocate for the Women’s Center.
- B.A. Degree from Albion College
- Juris Doctor from the University of Minnesota Law School
- Courses in Wills & Trusts, Estate Planning, and Tax
- Certified Trust and Financial Advisor (CTFA)