Katie Sperry

Katie Sperry serves as an Operations Specialist at Peak Trust Company, where she supports internal processes that drive efficiency, accuracy, and coordination across departments. As part of the operations team, Katie plays a key role in maintaining documentation, streamlining workflows, and contributing to the firm’s commitment to operational excellence.

With a strong background in financial reporting, administrative systems, and data analysis, Katie brings a detail-oriented mindset to every aspect of her work. She has experience in budgeting, compliance, and executive-level reporting, and has developed tools and solutions to improve accuracy and cross-functional collaboration.

Katie is currently pursuing a Bachelor of Business Administration at the University of Alaska Anchorage, with a double major in Finance and Economics and a minor in Accounting. She maintains a 4.0 GPA and is an active member of several academic clubs, including the Finance, Economics, and Accounting Clubs.

In her free time, Katie enjoys problem-solving, developing custom applications, and finding new ways to improve processes. Her strong organizational skills and dedication to continuous improvement make her a valuable member of the Peak Trust Company team.

Our Team


Abigail O’Connor, JD

Chief Fiduciary Officer


Donn Lassila, CFIRS

Chief Compliance 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

Senior Operations Specialist


Kelsey Baldridge

People Development Coordinator


Sandra Barta

Associate Fiduciary Officer


Patti Blattmachr

Executive Officer


Erica Bradley

Associate Fiduciary Officer


Josephine Cangemi

Fiduciary Assistant


Nanette Cool

Accounting Manager


Jacob Creswell

Associate Fiduciary Officer


Daria Davis

Fiduciary Tax Coordinator


Tanequa Davis

Associate Fiduciary Officer


Danaya Dews

Marketing Assistant


Heather Dolan

Fiduciary Assistant


Abbi Failing

Human Resources Coordinator


Jeannie Fanning

Fiduciary Team Manager


Gretchen Grau, CSOP, CTOP

Senior Operations Specialist


Jenelle Green

Fiduciary Tax Coordinator


Daniel Grondahl, CIPM

Investment Relationship 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

Fiduciary Officer, Head of Nevada Office


Lisa Kolesar, CTFA

Fiduciary Officer


Lars Laundrup, CISSP

Information Security Specialist


Brent Liner, JD, CTFA

Senior Fiduciary Officer


Geoffrey Longhurst, CFIRS

Compliance Specialist


Agata Mackowiak, CTFA

Trust Tax Manager


Erica Martirez

Operations Specialist


Heather Popowych

Policy & Procedure Unification Specialist


Faydra Ross

Associate Fiduciary Officer


Tali Salima-Emerson

Operations Assistant


Katie Sperry

Operations Specialist


Janet Tempel, JD

Senior Fiduciary Officer


Autumn Tremont

Associate Fiduciary Officer


Brenda Tudor 

Fiduciary Officer


Kate Wheeler

Fiduciary Assistant


Brianna Williams

Operations Specialist

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