Jeannie Fanning

Jeannie Fanning serves as Head of Strategic Operations at Peak Trust Company, reporting directly to the Chief Executive Officer. In this senior leadership role, she is responsible for translating the firm’s strategic priorities into operational execution across all departments. Acting as a key advisor and implementation partner to the CEO, Jeannie helps drive enterprise-wide initiatives, remove operational barriers, and ensure alignment between leadership vision and day-to-day execution.

Jeannie plays a central role in strategic planning and organizational alignment. She partners with the CEO and Leadership Team to co-develop long-term strategic roadmaps, translate high-level objectives into actionable plans with clear ownership and timelines, and monitor measurable progress against firmwide goals. She facilitates leadership meetings, tracks commitments and deliverables, and fosters accountability across departments to ensure priorities remain aligned and momentum is maintained.

A significant focus of her role is operational oversight and cross-functional execution. Jeannie leads high-impact, cross-departmental initiatives, develops key performance indicators and dashboards to measure success, and builds consistent systems and processes that support scalability. She works closely with department heads to remove roadblocks, manage change initiatives, and strengthen communication and collaboration across teams. By driving disciplined project management and structured follow-through, she enhances organizational efficiency and enterprise-wide accountability.

Jeannie brings more than 20 years of experience in workflow management, performance evaluation, and process optimization, with a background in healthcare administration. She has extensive experience leading teams through organizational change and system modernization. She holds a Bachelor of Arts degree in Counseling Psychology from Alaska Pacific University. Her strategic execution mindset and leadership capabilities provide critical infrastructure to support Peak Trust Company’s continued growth and long-term success.

Our Team


Abigail O’Connor, JD

Chief Fiduciary Officer


Lisa Russell, CFA

Chief Investment Officer


Michelle Stahle

Chief Operations Officer


James Meier, CPA, CMA

Chief Financial Officer


Stephen C. Miller, JD

General Counsel


Chelcie Ashwood, CSOP, CTOP

Investment Management Associate


Kelsey Baldridge

People Development Coordinator


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

Head of Strategic Operations


Gretchen Grau, CSOP, CTOP

Senior Operations Specialist


Jenelle Green

Tax Officer


Daniel Grondahl, CIPM

Senior Investment Operations Officer


Amber Gunn-Holt, CTFA

Fiduciary Team Manager


Mariam Hall, CFMP

Marketing & Communications Coordinator


Jillian Johnson

Fiduciary 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

Senior Fiduciary Officer


Geoffrey Longhurst, CFIRS

Compliance Specialist


Erica Martirez

Operations Specialist


Heather Popowych

Policy & Procedure Unification Specialist


Faydra Ross

Fiduciary Officer


Tali Salima-Emerson

Operations Assistant


Katie Sperry

Operations Specialist


Janet Tempel, JD

Senior Fiduciary Officer


Autumn Tremont

Fiduciary Officer


Brenda Tudor 

Fiduciary Officer


Kate Wheeler

Project Manager


Rich Wiggins

Associate Fiduciary Officer


Brianna Williams

Operations Specialist

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