Heather Jungers in

Heather Jungers

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Director of Operations at Milestone Bank (Formerly LCA Bank)
📍 Aurora, Colorado, United States

Heather Jungers is a seasoned financial operations leader, currently serving as COO of M2 Trust Services and Director of Operations for Milestone Banks Custodial Division. With over eight years of experience, she specializes in Self-Directed and Safe Harbor IRAs. She holds an Associates Degree and is ACH Certified.

Based on her professional activities, Heather values building strong relationships and making meaningful connections with colleagues and friends. She actively participates in industry conferences to network and gain valuable information, demonstrating a commitment to professional growth and community building within her field.

She is passionate about creating programs that reduce administrative burdens and fiduciary liability for employers.

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Current Role
Director of Operations
Location
Aurora, Colorado, United States
Personality Overview

How Heather shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Heather cares about

Self-Directed IRAs
Positions herself as an expert in Self-Directed IRAs, focusing on giving clients complete control over their investment choices beyond typical stocks and bonds.
Employer Retirement Plans
Focuses on helping business owners with tax-deductible contributions through Simplified Employee Pension (SEP) IRAs and Automatic Rollover programs.
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Career

Work history

11-2023
Director of Operations
Milestone Bank (Formerly LCA Bank)
8-2020 - 10-2023
Chief Operating Officer
M2 Trust Services
11-2018 - 8-2020
Vice President Operations
M2 Trust Services
8-2015 - 11-2018
Vice President, Trust Operations (Trust Department Acquired by M2 Trust 11/2018)
Colorado National Bancorp
6-2014 - 8-2015
Client Services Manager
Centennial Bank
In the press

Media appearances

Operations Team – Milestone Bank (Formerly LCA Bank) – Heather Jungers, Director of Operations. Featured in The Org
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Education
Education details unavailable
University of Colorado Denver
Associate’s Degree
Community College of Denver
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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