Jeannie Fanning

Jeannie Fanning serves as Chief Operating Officer at Peak Trust Company, working closely with the Chief Executive Officer and Leadership Team to advance the firm’s strategic vision and operational excellence. In this role, she is responsible for overseeing day-to-day operations, ensuring that the firm’s strategic priorities are effectively executed across all departments.

As a key member of the executive leadership team, Jeannie plays an integral role in shaping and implementing firmwide strategy. She partners with leadership to develop long-term strategic initiatives, translate high-level objectives into actionable plans, and monitor progress against defined goals. Through strong organizational alignment and clear accountability, she helps ensure that priorities remain focused and execution remain consistent.

Jeannie provides leadership over cross-functional operations, driving collaboration and efficiency across the organization. She leads high-impact initiatives, develops performance metrics, and implements scalable systems to support growth. Her work includes structuring teams, integrating technology, strengthening quality, and advancing continuous improvement. Through clear communication and change management, she enhances operational effectiveness and the client and employee experience.

With more than 20 years of experience in people centered leadership, compliance, and organizational change management, Jeannie brings a disciplined and strategic approach to service operations. She has deep expertise in workflow optimization, regulatory compliance, risk management, and data-driven decision-making, as well as leading large-scale initiatives from development through execution. Her leadership emphasizes accountability, collaboration, and sustainable growth.

Holding a Bachelor of Arts degree in Counseling Psychology from Alaska Pacific University, Jeannie’s leadership and operational expertise play a critical role in supporting Peak Trust Company’s long-term success.

Our Team


Abigail O’Connor, JD

Chief Legal 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

Chief Operating Officer


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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