Newest Board Member

Allen Trust Company is pleased to announce the addition of C. Craig Heath to its Board of Directors as of June 9, 2021. Craig will bring a wealth of trust, fiduciary and investment management experience to his role on the Board.

Having entered private practice as an attorney in 1980, Craig has a background in estate planning and fiduciary law. In addition, he has 18 years of experience in the trust department of US Bank where he served as a Senior Vice President and Manager of the bank’s Oregon and SW Oregon Private Banking and Trust Services divisions. Following Craig’s time at US Bank, he developed a successful investment advisory practice as part of a team of investment advisors with Piper Jaffray and then UBS Financial Services Group.

Now retired, Craig continues to have an interest in financial and fiduciary issues and looks forward to his association with Allen Trust Company. When he’s not in the office, you can find him and his wife traveling to wine regions around the world and is currently serving as the Grand Commander of The Oregon Wine Brotherhood.

Professional Affiliations

·       Past board member, Oregon State Bar Estate Planning Section

Community Involvement

·       Board Member, Collins Pine

·       Past board member, SOLV

·       Past board member, Pleasant Hill School District

·       Past board member, Medford YMCA