Jacob Creswell

Jacob Creswell joined Peak Trust Company in 2025 as a Fiduciary Assistant in our Alaska office, supporting trust administration and client service. With a strong foundation in trust and wealth management, he assists fiduciary officers in managing accounts, ensuring compliance, and facilitating seamless trust operations.

Before joining Peak, Jacob gained valuable experience through trust administration internships, where he worked closely with trust officers on estate planning, personal trusts, special asset management, and Special Needs Trusts. His background also includes business development support and document management, equipping him with a well-rounded understanding of fiduciary operations.

Jacob graduated from Campbell University in December 2024, earning a Bachelor of Business Administration in Trust and Wealth Management with a Minor in Financial Planning, graduating magna cum laude. Recognized for academic excellence, he has earned multiple scholarships and honors, including placement on the President’s and Dean’s Lists.

With a detail-oriented approach and a passion for fiduciary services, Jacob contributes to Peak Trust Company’s commitment to providing industry-leading trust administration and client support.

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


Jacob Creswell

Fiduciary Assistant


Daria Davis

Fiduciary Tax Coordinator


Danaya Dews

Marketing 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


Lorie Johnson

Front Desk Receptionist


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


Andre Sears

Business Development Officer


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

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