Lisa brings extensive experience in trust administration, estate planning, and fiduciary compliance to her role as a Fiduciary Officer in our Alaska office. Throughout her career, she has managed complex trust and estate relationships, provided strategic guidance to clients, and ensured adherence to fiduciary best practices.
Before joining Peak Trust Company, Lisa held senior trust administration roles at multiple financial institutions. She has overseen high-level trust accounts, advised on estate and conservatorship matters, and built strong relationships with attorneys, accountants, and financial professionals. Her expertise includes portfolio management, tax planning, and regulatory compliance, ensuring clients receive comprehensive and effective fiduciary support.
Lisa earned a Bachelor’s degree in Business Management from Northwood University and an Associate’s degree in Business Administration from Macomb Community College. She is a graduate of Cannon Financial Institute and holds the Certified Trust and Financial Advisor (CTFA) designation.
With a client-centered approach and a strong background in trust administration, Lisa plays a vital role in supporting Peak Trust Company’s commitment to fiduciary excellence.
