Brent Liner, JD, CTFA

Brent Liner joined Peak Trust Company in 2024 as a Senior Fiduciary Officer in our Alaska Office, bringing a decade of experience in trust administration and wealth management. Brent has a proven track record in managing complex trust accounts, enhancing operational processes, and mentoring team members to foster professional growth and excellence.

Before joining Peak, Brent held numerous leadership positions in trust and wealth management, where he administered significant portfolios, streamlined trust operations, and spearheaded policy updates to ensure compliance and operational efficiency. His career highlights include overseeing $1 billion in assets under management, redesigning trust administration processes, and serving as a subject matter expert and trainer in trust services.

Brent is actively involved in industry advancement, contributing to legislative evaluations through the Pennsylvania Bankers Association Trust Advisory Committee and participating in various Estate Planning Councils and Wealth Management Conferences.

Brent earned his Juris Doctor from Campbell University, where he also completed a Master of Trust and Wealth Management, graduating magna cum laude. His undergraduate studies were completed at the University of North Carolina-Wilmington with a Bachelor of Arts degree in History.

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, Director


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


Johnathon Brandt

Associate Fiduciary Officer


Josephine Cangemi

Fiduciary Assistant


Kristine Casteel

Associate Fiduciary Officer


Daria Davis

Fiduciary Tax Coordinator


Danaya Dews

Fiduciary Assistant


Heather Dolan

Fiduciary Assistant


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

Senior Fiduciary Officer


Mariam Hall, CFMP

Marketing & Communications Coordinator


Jillian Johnson

Fiduciary Officer


Nichole King, CTFA

Fiduciary Officer, Head of Nevada Office


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

Associate Fiduciary Officer


Tali Salima-Emerson

Operations Assistant


Andre Sears

Business Development Officer


Jade Statz

Executive Assistant to the CEO


Janet Tempel, JD

Senior Fiduciary Officer


Autumn Tremont

Associate Fiduciary Officer


Sabrina Volstad

Front Desk Receptionist & Fiduciary Assistant


Kate Wheeler

Fiduciary Assistant


Brianna Williams

Operations Specialist


Dawn Wilson

Fiduciary Officer

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