Jeff Kropschot

Jeffrey Kropschot serves as Chief Compliance Officer at Peak Trust Company, bringing more than 30 years of experience in fiduciary compliance, risk management, and financial institution regulation. Having worked alongside Peak Trust Company as a trusted compliance consultant for more than a decade, Jeff brings deep institutional knowledge and a thorough understanding of the firm’s operations, culture, and commitment to excellence.

As Chief Compliance Officer, Jeff leads Peak’s compliance program, providing strategic oversight of regulatory compliance, enterprise risk management, corporate governance, and internal controls. He works closely with executive leadership and the Board of Directors to ensure the firm maintains the highest standards of integrity while navigating an evolving regulatory landscape.

Throughout his career, Jeff has advised banks, trust companies, investment advisers, boards of directors, and executive leadership teams on complex fiduciary compliance matters, enterprise risk management, and regulatory strategy. His expertise spans trust company operations, regulatory examinations, Bank Secrecy Act and Anti-Money Laundering compliance, policy development, and corporate governance. Known for his collaborative leadership style, Jeff has built a reputation for helping organizations strengthen compliance programs while supporting strategic business objectives.

In addition to his leadership within the financial services industry, Jeff serves as an Adjunct Instructor for both Cannon Financial Institute and the Global Financial Markets Institute, where he develops and delivers advanced training for trust and financial services professionals. He is passionate about mentoring the next generation of industry leaders and advancing best practices across the fiduciary profession.

Jeff earned a Bachelor of Science in Finance from the Indiana University Kelley School of Business. He is a Certified Trust Compliance Professional (CTCP) and an Accredited Trust Fiduciary Advisor (ATFA) and previously served on the Board of Directors of the Fiduciary & Investment Risk Management Association (FIRMA)

Jeff’s decades of regulatory expertise and long-standing partnership with Peak Trust Company position him to lead the firm’s compliance efforts while supporting its continued commitment to exceptional fiduciary service, sound governance, and regulatory excellence.

Our Team


Jeff Kropschot

Chief Compliance Officer


Kyra Clarke

Fiduciary Officer


Melissa McKenna

Fiduciary Assistant


Alyssa Rosen

Head of Sales & Marketing


Abigail O’Connor, JD

Chief Legal Officer


Lisa Russell, CFA

Chief Investment Officer


Michelle Stahle

Chief Operations Officer


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


Daniel Grondahl, CIPM

Systems & Technology Manager


Amber Gunn-Holt, CTFA

Fiduciary Team Manager


Mariam Hall, CFMP

Marketing & Communications Coordinator


Jillian Johnson

Fiduciary Officer


Joseph Johnson

Tax Officer


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, TEP

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


Brenda Tudor 

Fiduciary Officer


Kate Wheeler

Project Manager


Rich Wiggins

Associate Fiduciary Officer


Brianna Williams

Operations Specialist

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