Deidre joined Heritage after a 20-year career with Northern Trust Company, most recently with their Global Family and Private Investment Services group, where she served as a Senior Vice President and Senior Fiduciary Relationship Manager. While there she was responsible for several large multi-generational family office clients, overseeing the investment and administrative requirements of their trusts and family investment partnerships. She also provided comprehensive financial and estate planning services to her clients, while collaborating with their outside advisors, accountants and attorneys.
In her role as Vice President and Relationship Manager, Deidre administers large complex, multigenerational trusts, and advises clients on comprehensive estate planning strategies, including planning for inherited wealth, preparing for retirement, minimizing income and estate taxes, and educating successive generations about family wealth and stewardship.
Deidre serves as a board member for the Investments and Wealth Institute and past chairman of its Certified Private Wealth Advisor Commission. She has been an active volunteer with the Investments and Wealth Institute for over ten years, including serving on the Certified Investment Management Analyst Commission for six years.
Deidre earned her bachelor’s degree in Business Administration in Accounting from Oklahoma State University. She is also a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®) professional and Certified Exit Planning Advisor (CEPA®). Deidre is also a graduate of the ABA National Graduate Trust School.
