Tali Salima-Emerson

Tali Salima-Emerson currently serves as an Operations Assistant at Peak Trust Company, where she provides vital support for fiduciary back-office functions. Since joining Peak Trust in 2023, Tali has demonstrated a strong commitment to operational excellence and has played a key role in ensuring smooth trust administration processes.

In her position, Tali leverages her diverse experience in administrative and client service support roles within professional services industries to streamline operations and enhance efficiency. She works closely with the fiduciary team to manage transaction documentation, maintain accurate records, and assist with various fiduciary operations tasks. Tali’s attention to detail, organizational skills, and ability to adapt to new challenges make her a valuable asset to the operations team.

Prior to her current role, Tali served as Front Desk Receptionist and Fiduciary Assistant in Peak Trust’s Nevada office, where she managed headquarters reception, greeted clients, directed visitors, and resolved inquiries. She also gained valuable experience in fiduciary process support, transaction tracking, and general trust administration during her time working in a trust administration support role at another Nevada trust company.

Tali’s background in trust operations, combined with her experience in coordinator roles across various professional services settings, has equipped her with the skills necessary to excel in her position as Operations Assistant. Her dedication to supporting Peak’s fiduciary team and commitment to delivering exceptional service contribute to the company’s ongoing 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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