Donn Lassila, CFIRS

Donn has been with Peak Trust Company as Chief Compliance Officer since 2011 and the financial services industry since 1981. Donn brings broad experience with IT back-office systems integration, transaction monitoring, and business process engineering to the CCO role. His primary responsibility is focused on the continuous development and oversight of the Company’s regulatory and fiduciary best practices compliance program, reporting directly to the Board of Directors’ Audit Committee.

Before joining Peak Trust Company, Donn served as CIO for a Pacific Northwest brokerage firm. He was an entrepreneur founding his own systems integration firm providing document imaging, CRM, and business intelligence programs to financial services, medical, and government businesses. He is a key member of the Fiduciary Investment Management Association (FIRMA) where he leads a peer group roundtable and delivers training sessions at annual FIRMA conferences. Donn holds the Certified Fiduciary Risk Investment Specialist (CFIRS) designation from Cannon Financial School.

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

Fiduciary Officer


Josephine Cangemi

Fiduciary Assistant


Kristine Casteel

Associate Fiduciary Officer


Nanette Cool

Accounting Manager


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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