Kate Wheeler joined Peak Trust Company in 2023 and serves as a Fiduciary Assistant. With over 15 years of experience in accounting administration, Kate plays a crucial role in supporting fiduciary operations and client services, ensuring precise and efficient management of trust a
office, she is responsible for assisting with trust administration, coordinating client communications, preparing fiduciary accountings, and ensuring compliance with fiduciary standards and regulations.
Kate leverages her meticulous attention to detail, rigorous processes, and strong communication abilities, which she honed during her previous roles in accounting and finance. Before joining Peak Trust Company, she led the accounts payable and receivables team for a large Alaska auto group with multiple locations. Kate is currently studying Business Management at DeVry University and is on track to graduate in 2024.
In her role as Fiduciary Assistant, Kate’s dedication to maintaining smooth financial operations and timely transaction processing continues to be invaluable. Her expertise and commitment enable Peak Trust Company to provide excellent fiduciary service as the company grows
