Kristine Casteel has been with Peak Trust Company since 2016 and currently serves as an Associate Fiduciary Officer in Peak’s Nevada office. In her role, Kristine works closely with the Fiduciary Officers in Peak’s Nevada office, supporting all aspects of trust administration and new account intake for all kinds of Nevada trusts. Kristine is passionate about providing prompt and accurate responses to Peak’s clients and is responsible for serving as a helpful resource for a number of Peak’s key partners.
In addition to her trust administration role, Kristine is a contributing member of Peak’s Operations Technology Steering Committee, a subcommittee of the firm’s Trust Committee focused on the continuous improvement of Peak’s operational excellence through the adoption of technology.
Kristine began her career at Peak as a Fiduciary Assistant and has supported many of Peak’s senior officers during her time with Peak. Kristine brings a broad range of experience in financial services and non-profit organizations to her role at Peak. Kristine is currently pursuing her Certified Trust and Financial Advisor (CTFA) designation from the Cannon Financial Institute.
