Melissa McKenna

As a Fiduciary Assistant in Peak Trust Company’s Nevada office, Melissa McKenna supports fiduciary officers with the day-to-day administration of trust accounts. She assists with document coordination, scheduling, client communications, record keeping, and internal processes that help the fiduciary team provide timely and attentive service

Melissa brings more than 20 years of administrative experience supporting executives and business leaders. Throughout her career, she has managed complex calendars, prepared correspondence and reports, coordinated meetings and events, maintained confidential records, and helped keep office operations organized and efficient.

Her background also includes developing standard operating procedures and improving processes to reduce errors and create greater consistency. Melissa is known for her proactive approach, strong communication skills, and ability to manage competing priorities while handling sensitive information with professionalism and discretion.

A Notary Public for the State of Nevada, Melissa brings reliability, organization, and a service-focused mindset to her role. Her extensive administrative experience and commitment to supporting those around her make her a strong resource for Peak’s fiduciary team, clients, and beneficiaries.

Our Team


Melissa McKenna

Fiduciary Assistant


Alyssa Rosen

Head of Sales & Marketing


Abigail O’Connor, JD

Chief Legal Officer


Lisa Russell, CFA

Chief Investment Officer


Michelle Stahle

Chief Operations Officer


Chelcie Ashwood, CSOP, CTOP

Investment Management Associate


Kelsey Baldridge

Head of Human Resources


Sandra Barta

Fiduciary Officer


Patti Blattmachr

Executive Officer


Erica Bradley

Associate Fiduciary Officer


Josephine Cangemi

Fiduciary Assistant


Nanette Cool

Accounting Manager


Jacob Creswell

Fiduciary Officer


Daria Davis

Tax Officer


Tanequa Davis

Associate Fiduciary Officer


Danaya Dews

Marketing Assistant


Heather Dolan

Fiduciary Assistant


Abbi Failing

Human Resources Coordinator


Jeannie Fanning

Chief Operating Officer


Gretchen Grau, CSOP, CTOP

Senior Operations Specialist


Daniel Grondahl, CIPM

Senior Investment Operations Officer


Amber Gunn-Holt, CTFA

Fiduciary Team Manager


Mariam Hall, CFMP

Marketing & Communications Coordinator


Jillian Johnson

Fiduciary Officer


Joseph Johnson

Tax Officer


Lorie Johnson

Front Desk Receptionist


Allison Kaper

Fiduciary Assistant


Nichole King, CTFA

Senior Fiduciary Officer


Lisa Kolesar, CTFA

Fiduciary Officer


Aryan Kumar

Fiduciary Assistant


Lars Laundrup, CISSP

Information Security Specialist


Brent Liner, JD, CTFA, TEP

Senior Fiduciary Officer


Geoffrey Longhurst, CFIRS

Compliance Specialist


Erica Martirez

Operations Specialist


Jean Mead

Accounts Receivable Specialist


Andrea Medeiros

Executive Assistant to the CEO


Heather Popowych

Policy & Procedure Unification Specialist


Faydra Ross

Fiduciary Officer


Tali Salima-Emerson

Operations Assistant


Katie Sperry

Operations Specialist


Brenda Tudor 

Fiduciary Officer


Kate Wheeler

Project Manager


Rich Wiggins

Associate Fiduciary Officer


Brianna Williams

Operations Specialist

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