Andrea Medeiros

Andrea Medeiros serves as Executive Assistant to the Chief Executive Officer at Peak Trust Company, bringing extensive experience in executive support, communications, and organizational leadership. In this role, Andrea provides high level administrative and strategic support, helping ensure effective coordination, clear communication, and smooth day to day operations at the executive level.

Andrea has a strong background in communications planning, writing, editing, and project coordination, with experience supporting senior leadership, managing complex schedules, coordinating high priority initiatives, and facilitating collaboration across teams. She is known for her attention to detail, sound judgment, and ability to manage multiple priorities in fast paced environments.

In addition to her executive support expertise, Andrea offers experience in document development, stakeholder communications, and process improvement, supporting both administrative and communications related needs with professionalism and care.

Andrea holds a Bachelor of Science in Biology from West Chester University.

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

Head of Human Resources


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


Joseph Johnson

Operations Specialist


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


Jean Mead

Accounts Receivable Specialist


Andrea Medeiros

Executive Assistant to the CEO


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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