Johnathon Brandt brings a wealth of experience and dedication to his role as Associate Fiduciary Officer at Peak Trust Company. With a solid background in accounting and fiduciary services, Johnathon plays a pivotal role in assisting clients with trust administration and sophisticated estate planning techniques.
Johnathon originally joined Peak Trust Company in 2022, where he served on the administration team helping clients establish and administer trusts in Alaska and Nevada. His expertise encompasses a wide range of trust types, including Delegated and Directed Trusts, Spousal Lifetime Access Trusts, Domestic Asset Protection Trusts, and Charitable Trusts. He is known for providing prompt and accurate responses to complex client inquiries, ensuring exceptional service.
After a year and a half at Peak Trust Company, Johnathon furthered his career at an esteemed investment management and financial planning firm in Anchorage, where he assisted clients in achieving their goals through personalized financial planning. Now back at Peak Trust Company, Johnathon continues to leverage his diverse experience to provide outstanding fiduciary services.
Johnathon holds a Bachelor of Science in Accounting from the University of Montana and a Master’s in Accounting from East Tennessee State University. He is currently pursuing both his Certified Trust and Financial Advisor (CTFA) designation from the Cannon Financial Institute and his Certified Financial Planner (CFP) designation. Additionally, he holds a Series 65 license.
Outside the office, Johnathon enjoys exploring the great outdoors with his wife, Tori, and their dog, Bella. An adventurous spirit, he has a deep love for Prince William Sound and actively participates in the Prince William Sound Stewardship Foundation. Johnathon and Tori also volunteer with Make-A-Wish, the Food Bank of Alaska, and various initiatives in Prince William Sound.
