Meet our team
Decades of experience. One standard of excellence.
Our team brings deep experience across title operations, banking, real estate, and executive operations.
CFFeatured leadershipCourtney F.
Senior Title Operations & Curative Specialist
Courtney F. brings more than 10 years of specialized title operations experience, with extensive expertise in complex title matters, curative resolution, final title policy retrieval and replacement, and time-sensitive escalations. Throughout her career, she has developed an extensive professional network across title companies, title agents, and underwriters, allowing her to efficiently navigate challenging files and identify the appropriate channels for resolution.
Courtney is highly experienced in managing high-priority and complex loan transactions, particularly matters requiring urgent research, documentation, correction, or escalation. Her background also includes substantial experience with HUD-related submissions and requirements, giving her a strong understanding of the documentation, procedures, and compliance considerations involved in these transactions.
At KB Heritage Group, Courtney specializes in resolving difficult title and post-closing matters with accuracy, persistence, and urgency—helping clients move files forward when traditional resolution channels have stalled.
10+Years Title Operations
JTJessica 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
SFSuzi 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
DBDawn 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