Kelsey Baldridge

Kelsey Baldridge serves as Head of Human Resources at Peak Trust Company, where she leads the firm’s talent strategy and human capital infrastructure across all offices. In this capacity, she oversees recruitment, onboarding, performance management, and workforce planning to ensure Peak attracts, develops, and retains high-caliber professionals aligned with the firm’s culture and long-term strategic vision. She has played a central role in modernizing Peak’s hiring processes and building scalable systems to support sustained organizational growth.

Kelsey designs and implements structured onboarding, mentorship, and professional development frameworks that promote engagement, accountability, and career progression. She leads firmwide continuing education initiatives and partners with leadership to strengthen management capability and succession planning. Through thoughtful policy design and operational discipline, she fosters a workplace culture grounded in professionalism, integrity, and operational excellence.

Since joining Peak in 2020, Kelsey has demonstrated steady leadership advancement within the organization. She began as a Fiduciary Assistant supporting a Senior Fiduciary Officer, gaining direct experience in trust administration and client service. In 2022, she transitioned into a dedicated people leadership role, expanding her responsibilities to include talent acquisition, organizational planning, employee engagement, and strategic workforce alignment. Her experience within both fiduciary operations and human resources enables her to bridge operational realities with long-term talent strategy.

Kelsey brings more than a decade of experience in administration and team leadership. She earned dual Bachelor of Science degrees in Biology and Psychology from the University of Alaska Fairbanks and holds the SHRM-CP designation from the Society for Human Resource Management. Her strategic mindset and commitment to developing high-performing teams play a key role in supporting Peak Trust Company’s continued success.

Our Team


Abigail O’Connor, JD

Chief Fiduciary 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

Head of Strategic Operations


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


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


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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