We put you first, securely, safely.
You’ll work with our dedicated team members one-on-one. We’ll not only meet with you, we’ll work with you and focus on YOU.
Working with Heritage, you’ll get an unparralled amount of access to and attention from your dedicated team member who is supported by:
– an industry leading analytical
platform
– 16 investment professionals
– each with 25+ years average
investment experience
– supported by a back office team of
80+
– including 7 CFA’s, 2 FLMI’s, 1 JD, 2
CPA’s, 8 advanced degrees
– all equipped with relevant
technology
The Heritage Bank’s wealth management leadership team
Esq.,VP & Trust Officer
Kameron joined Heritage Bank in January of 2020 and is a proud West Texas native.
Kameron was born in Plainview and graduated high school from Plainview Christian Academy where he led the basketball team to the 2009 TAAPS Boys State Basketball Tournament. After high school, Kameron attended Wayland Baptist University, where he double majored in art and business and was also on the men’s varsity basketball team. Choosing to focus solely on academics, Kameron transferred to Texas Tech where he was the President of the Project Management Institute and graduated magna cum laude from the Texas Tech Rawls College of Business with a bachelor’s degree in Business Management.
Upon graduating from Texas Tech, Kameron received a scholarship to the University of Arkansas School of Law. In law school, Kameron focused on tax and estate planning and was awarded the Craig Sterne Tax and Estate Planning Award.
Kameron graduated from the University of Arkansas School of law magna cum laude and was recognized for his pro bono work. Kameron is currently a member of the Texas and Missouri Bars and the Federalist Society of West Texas.
Trust Officer
Jessica was born in Amarillo, Texas and raised in Panhandle, TX. Jessica graduated from Panhandle High School in 2005. After graduating from High School, she attended Amarillo College, graduating with an associate degree in Business Administration and West Texas A&M University with a bachelor’s degree in Finance.
Jessica has been with Heritage since 2020. While completing her bachelor’s degree at West Texas A&M, she also worked as a Universal Banker, Trust Operations Assistant, and Trust Operations Manager for Heritage Bank.
Jessica currently serves as a Trust Officer of Heritage Bank Wealth Management and has completed the first and second Cannon Financial Institute courses towards a CTFA designation.
Whether we’re serving as a trustee, investment advisor or in some other capacity, we take our job very seriously and are dedicated to providing a quality client experience, delivered with personalized care and in a private and professional manner. We look forward to working with you!
Elaine Dollar
CFIRS, CRPP | Trust Director SVP
Direct: 806.418.2603
Elaine Dollar
CFIRS, CRPP | Trust Director SVP
Elaine has worked in the areas of wealth management and trust since 1982 and has managed personal trusts, IRA’s, agency accounts, oil and gas accounts, farm and ranch accounts, ILITS, retirement plans, testamentary trusts and estates.
Elaine was born and raised in Plainview, TX and moved to Amarillo in 1982 with her husband and 2 sons.
Elaine has been active in the community and has served as a loaned executive for United Way, a board member for Family Support Services and for the Randall County Appraisal District.
Elaine has served as an alderwoman and became the first female mayor in the Village of Timbercreek Canyon.
Elaine has earned the CFIRS (Certified Fiduciary Risk Investment Specialist) and the CRPP (Certified Retirement Plan Professional) certifications from Cannon School at Notre Dame and Pepperdine.
It’s very reassuring for me to count on the guidance and expertise of my trust officer and investment advisor at Heritage Bank. Their wealth management team is very knowledgeable.
Steven S. | customer since 2015
Investments and the financial world in general can be overwhelming at times. I feel safe and secure working with the team of professionals at Heritage Bank.
Fiona A. | customer since 2018
They’re committed to working with me in implementing a personalized plan for my financial future. They keep us updated on a regular basis.
Investment and Insurance Products are:
- NOT INSURED BY THE FDIC
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NOT A DEPOSIT OF OTHER OBLIGATION OF, OR GUARANTEED BY, Heritage BANK, OR ANY BANK AFFILIATE
- SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
