Why KB Heritage Group

Experience you can trust. Support you can rely on.

We were built to serve as a professional, responsive extension of your title team.

A higher standard

Seasoned professionals. Careful execution.

KB Heritage Group was established by a team of experienced professionals who understand the importance of accuracy, efficiency, discretion, and dependable service.

Our collective experience spans title operations, banking, real estate, and executive operations. We bring that depth of knowledge to every assignment while working as a responsive extension of each client’s team.

Meet our team

Decades of experience. One standard of excellence.

Our team brings deep experience across title operations, banking, real estate, and executive operations.

Jessica T.

Executive Operations

Jessica T. brings more than 20 years of executive administration and operations experience, having worked directly alongside CEOs, senior executives, and high-level leadership across private enterprise, private aviation, and government-related environments. Throughout her career, Jessica has supported complex executive operations where discretion, accuracy, organization, and exceptional attention to detail are essential. Her extensive experience working one-on-one with C-suite leadership has given her a strong understanding of executive processes, operational coordination, confidential matters, and high-level client service. At KB Heritage Group, Jessica brings that same level of professionalism, precision, and accountability to every client and project she supports.

20+Years Executive Operations

Suzi F.

Executive & Real Estate Operations

Suzi F. brings more than 30 years of experience supporting high-level executives and CEOs in demanding, fast-paced environments where trust, discretion, and precision are essential. Throughout her career, she has served as a trusted right hand to executive leadership, overseeing a wide range of responsibilities spanning private aviation, real estate transactions, property management, contracts, and executive operations. Her real estate experience includes coordinating and managing high-value properties both locally in the Houston market and across the country, including traveling directly to private estates to oversee property-related needs on behalf of executive clients. Suzi’s extensive background has given her a unique ability to manage complex details, anticipate needs, coordinate high-level projects, and provide seamless support across both business and personal operations. At KB Heritage Group, she brings decades of executive-level experience, exceptional organization, and a deep understanding of real estate operations to every project she supports.

30+Years Executive & Real Estate

Dawn B.

Banking & Financial Operations

Dawn B. brings more than 40 years of banking and financial operations experience, with an extensive career spanning branch management, multi-location operational oversight, high-value transactions, and executive-level client service. She has managed large teams and banking operations while also being entrusted to support and oversee operations across additional branch locations. Throughout her career, Dawn has worked with high-profile and high-net-worth clientele, where discretion, accuracy, regulatory awareness, and confidentiality were paramount. Her expertise extends beyond traditional banking operations to include contract review and administration, invoicing, financial documentation, transaction oversight, and complex operational processes involving significant financial assets. At KB Heritage Group, Dawn brings four decades of financial-industry knowledge, leadership, meticulous attention to detail, and a deeply established understanding of the controls and accountability required when handling sensitive financial matters.

40+Years Banking Experience
01

Professional

Clear communication, dependable follow-through, and work that reflects well on your organization.

02

Confidential

Discretion is built into our process. Information is handled carefully and shared only as necessary.

03

Responsive

Timely updates and organized follow-up keep your team informed and your assignments moving.

04

Experienced

Decades of combined experience support careful execution across every assignment.

Our commitment

Your files are handled with professionalism, confidentiality, and care.

Secure document-transfer instructions are provided after engagement. Confidential or nonpublic personal information should never be sent through unprotected email.