Andrew P. Heck, JD, CTFA™, CFIRS™

Andrew P. Heck, JD, CTFA™, CFIRS™

Vice President, Director of Trust Advisory Services and Trust Counsel, Management Team Member

 

Andrew Heck joined Indiana Trust Wealth Management in May of 2017 as Wealth Advisor and Trust Counsel, and in July of 2019 was appointed Director of Trust Advisory Services. 

In his current role, Andrew oversees the delivery of wealth management services across all three Indiana Trust locations, working with colleagues to provide comprehensive service to the company's clients, while assisting his own clients in achieving their specific financial and estate planning goals.

Prior to joining Indiana Trust, Andrew spent more than eleven years as a practicing attorney, where he helped clients with trust and estate, corporate, and tax matters.  He also served as trust administrator and trust counsel for a local regional bank, for more than five years.

Andrew received his bachelor's degree from Wabash College in 1997, and his law degree from Valparaiso University in 2000.  In addition, he attained the Certified Trust and Fiduciary Advisor™ (CTFA™) certification from the American Bankers Association, and the Certified Fiduciary and Investment Risk Specialist™ (CFIRS™) designation from Cannon Financial Institute.

A graduate of the Leadership South Bend/Mishawaka program, Andrew serves his community as a board member of The Scholarship Foundation of St. Joseph County, Inc., and a member of the Kiwanis Club of South Bend.  He also is a former board member of the Michiana Estate Planning Council, the Kiwanis Club of South Bend, LaSalle Park Homes, and the Greater South Bend Housing Corporation.  In addition, Andrew is active in his church.