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MEET OUR INVESTMENT MANAGEMENT & TRUST SERVICES TEAM

Our trusted team can provide you with a tailored plan.

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Find a banker near you.

Please contact a banker directly to make an appointment, or use our online form.
If you need further assistance, feel free to contact us.
Brett Bryant
Brett Bryant, CTFA® CFP®
Market Executive

Vancouver
Investment Management & Trust Services
Office 360.992.6217
Email

Sherri Falkner
Sherri Falkner, PMP®
Client Services Officer

Vancouver
Investment Management & Trust Services
Office 360.992.6202
Email

 
 
 
 

Investment products are not obligations of, guaranteed by any bank including Heritage Bank or any Heritage Bank affiliate, nor are they insured by the Federal Deposit Insurance Corporation, the Federal Reserve, or any other agency. An investment in such products involves investment risk, including possible loss of principal.

We do not give legal or tax advice. Please consult an attorney or tax professional.

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