Holley Norton

Holley helps keep things running smoothly at Heritage and makes sure clients feel comfortable from the moment they walk in or call the office. She believes the small details matter and that being organized, responsive, and proactive goes a long way in building trust.

As an Executive Assistant, Holley supports the advisory team by coordinating meetings, managing office operations, and handling the behind-the-scenes work that helps clients stay organized and informed. She often serves as a point of contact and works closely with both clients and advisors to keep things moving efficiently.

Holley brings nearly a decade of experience in the financial industry and joined Heritage after spending nine years at Nodaway Valley Bank in client service and operational roles. She takes pride in being someone people can rely on and enjoys making sure nothing slips through the cracks.

Outside the office, Holley enjoys reading, staying organized, spending time with her family, and cheering on her kids at their activities.