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Assistant Vice President - Estate and Tax Administration Officer

Heather Helm

As Estate Administration and Tax Officer, Heather routinely manages dozens of estates with ease, working with accountants, beneficiaries and attorneys to coordinate everything needed during the estate settlement process. She also coordinates the preparation and filing of fiduciary income tax returns and directly engages with the IRS, PA Department of Revenue, and the Office of Attorney General.

Heather has 30 years of financial industry experience, and graduated from Cannon Trust Tax School and PA Bankers Association School of Trust.

When not at work, she invests free time with family and friends in Shippensburg, and enjoys being with her grandsons as much as possible. As time permits, she enjoys hunting and fishing, too.