James Meier, CPA, CMA

James Meier serves as Chief Financial Officer for Peak Trust Company. In this role, James oversees all aspects of financial management for the firm. His core responsibilities include financial reporting and analysis, budgeting and forecasting, treasury functions, audit and control, shareholder communications, and strategic planning. He assesses business performance, directs capital allocation, manages risk and financing, and develops long range fiscal growth plans. As a key member of the executive team, James helps drive decision making that advances Peak Trust’s operational and commercial objectives in support of its vision and mission.

James joined Peak Trust Company as Chief Financial Officer in 2023, bringing over 20 years of financial leadership experience in the gaming, technology, and financial services industries. Most recently, James served as CFO for a major bitcoin mining and data center operator, overseeing financial operations for cryptocurrency mining facilities across 8 locations. Prior to that, he held the CFO role with a pre-IPO manufacturer of technology products and services and was a national commercial lender with a major bank. James also spent five years as CFO of a publicly traded developer, owner and operator of gaming properties across multiple states, guiding financial strategy for 9 casinos. During his tenure, he led acquisition analysis, due diligence, financing, integration and SEC reporting. James spent 10 years in strategic finance positions with a publicly traded casino development and management corporation. His oversight included internal controls, risk management, regulatory compliance, and coordinating construction financing projects exceeding $375 million.

In the Las Vegas professional community, James serves on the board of the Las Vegas chapter of Financial Executives International and is a member of the SEC Professionals Group. James holds a Master of Science degree in hotel administration from the University of Nevada, Las Vegas, and Bachelor of Science degree in Business Administration from Minnesota State University. James maintains active CPA and CMA certifications and gaming licenses across numerous jurisdictions.

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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