Tanequa Davis

Tanequa Davis serves as an Associate Fiduciary Officer at Peak Trust Company, bringing over 19 years of experience in the financial services industry. She supports the fiduciary team in trust administration, account onboarding, and compliance oversight while maintaining a strong focus on relationship management and client service excellence.

Prior to joining Peak, Tanequa served as a Trust Officer at a national financial institution, administering complex trust and probate accounts in accordance with governing documents and regulatory requirements. She collaborated closely with clients, legal professionals, and internal partners to ensure fiduciary responsibilities were met with accuracy and care.

Tanequa has also held leadership roles in private banking and retail branch operations, including as a Senior Client Associate and Branch Manager. Across these roles, she developed expertise in risk management, account administration, and team leadership.

Tanequa holds an Associate Degree in Business Administration from Southern New Hampshire University. Known for her attention to detail and commitment to client-focused solutions, she plays a key role in delivering high-quality fiduciary services at Peak Trust Company.

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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