Sandra Barta brings a diverse and extensive background to her role as a Fiduciary Officer in Peak Trust Company’s Alaska office. With 25 years of administrative and bookkeeping experience, including over a decade in legal and trust administration services, Sandra is well-equipped to manage the complex responsibilities of fiduciary services.
Sandra specializes in managing trusts and custodial LLCs holding Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA). Her expertise in these areas, combined with her strong fiduciary knowledge, ensures that complex financial structures are handled with precision and care.
Prior to joining Peak in 2024, Sandra gained valuable experience in trust administration and legal support, where she was responsible for managing trust accounts, preparing legal documents, and ensuring the smooth execution of fiduciary processes. Her background in pension administration further strengthened her skills in managing participant accounts, conducting audits, and maintaining compliance in financial reporting.
Fluent in both English and German, Sandra is known for her attention to detail, exceptional organizational skills, and dedication to client satisfaction. Her commitment to providing high-quality service ensures that trust administration at Peak is handled with professionalism and care.
Patti Blattmachr is an indispensable pillar of the Peak Trust Company team, having served since the founding of the company in 1997. As Executive Officer, Patti conducts all independent annual trust reviews to evaluate account status, performance, risk levels, and achievement of client goals and objectives.
In her decades of tenure, Patti has worked extensively across fiduciary operations, investments, relationship management, and trust administration. She leverages this remarkable institutional knowledge to inform annual reviews and provide key executive insights. Patti was the first ever employee of Peak Trust when the company established its inaugural Alaska office location over 25 years ago. Her commitment to the business and vision were instrumental in those early stages of growth.
Patti earned her Bachelor of Arts degree in Outdoor Recreation from Northwest Nazarene University. As Peak Trust’s longest-tenured employee, she has been essential in building the high-performing, client-centric team Peak Trust Company is known for today.
Erica Bradley joined Peak Trust Company’s Nevada office in 2024 as an Associate Fiduciary Officer. In this role, Erica supports the administration of Nevada trust accounts, ensuring they are managed in accordance with the terms of the governing instruments and in the best interests of the beneficiaries. She leverages her experience in Nevada trust administration, customer service, and problem-solving to provide excellent support to Peak’s clients.
Erica brings a strong background in Nevada trust administration and customer service to her position at Peak Trust Company. Prior to joining the team, Erica held progressive roles in the Nevada trust industry, including positions as a Trust Administrator and Manager of Trust Administration. In these roles, she gained valuable experience in administering a large book of Nevada trust accounts, managing funds, processing transactions, and corresponding with clients and interested parties.
In addition to her trust administration experience, Erica has a strong foundation in customer service. She has acted as a first point of contact for customers, guiding them through forms, explaining processes, updating systems, and providing status updates. Her ability to solve caller concerns expeditiously and professionally, combined with her collaborative approach to resolving issues, makes her a valuable asset to the Peak team.
Erica is currently pursuing her Bachelor of Science in Information Technology from Western Governors University, which will further enhance her technical skills and ability to leverage technology in her role as an Associate Fiduciary Officer.
With her commitment to providing exceptional service, her attention to detail, and her problem-solving skills, Erica is well-equipped to support the administration of Nevada trust accounts at Peak Trust Company, ensuring that clients receive the highest level of care and professionalism.
Josephine Cangemi has been with Peak Trust Company since 2021 and currently serves as a Fiduciary Assistant supporting trust administration operations and client service. As a Fiduciary Assistant, Josephine works closely with Fiduciary Officers on all aspects of trust account management including asset custody and money movement, account reviews and maintenance, transaction processing, annual tax reporting, and managing client inquiries and requests. She excels in providing prompt, accurate, and excellent client service.
Josephine began with Peak Trust Company as a Receptionist, providing administrative support, before moving into her current role leveraging her background in financial services administration. Josephine brings over 15 years of administrative experience in financial services and casino cash operations management to Peak Trust Company. Her attention to detail, organizational skills, and responsiveness enable smooth trust account administration and a positive client experience. Josephine trained in fiduciary functions including process workflow, documentation, quality control, and asset/account reconciliation.
In all of her work, Josephine upholds strict procedures for security, confidentiality, and fiduciary duty while interacting with clients, beneficiaries, and business partners. She plays an important support role by assisting Fiduciary Officers in managing administration of Nevada trusts and responding to all client needs in a timely and effective manner.
Nanette Cool joined Peak Trust Company in 2024 as Accounting Manager. In this role, Nanette oversees all accounting functions, including financial reporting and budgeting. She leverages her extensive expertise in both public and private accounting to ensure accurate financial management and compliance in support of Peak’s operations.
Nanette brings over a decade of diverse accounting experience to her position, with a proven ability to develop and implement efficient accounting processes aligned with GAAP principles. Throughout her career, she has held progressive accounting roles, including Senior Accountant and Staff Accountant positions, where she successfully managed full-cycle accounting operations, conducted reconciliations, and prepared detailed financial statements for a variety of industries.
Nanette’s strong analytical skills are complemented by her proficiency in accounting software and advanced Excel functions. Her experience includes preparing audit schedules, managing inter-company billings, and supporting leadership with financial forecasting and cash flow management.
Nanette earned her Master of Science in Accounting from Grand Canyon University and her Bachelor of Science in Business Administration from the University of Phoenix. Her bilingual fluency in English and Spanish, combined with her dedication to accuracy and efficiency, make her a valuable addition to the Peak Trust Company team as it continues to grow and deliver exceptional client service.
Jacob Creswell joined Peak Trust Company in 2025 and currently serves as a Fiduciary Officer in the firm’s Alaska office. In this role, he is responsible for the administration of complex trust accounts and for fostering strong, thoughtful relationships with clients and beneficiaries. Jacob works closely with families and their advisors to ensure each trust is administered in accordance with its governing documents, applicable regulations, and Peak’s high standards of fiduciary care.
Jacob began his tenure at Peak as a Fiduciary Assistant, where he developed a strong operational foundation in trust administration and client service. Prior to joining the firm, he gained valuable industry experience through internships with several Tennessee trust companies, contributing to estate planning initiatives, the administration of personal and special needs trusts, and business development efforts. These experiences provided him with a well rounded perspective on the technical and relational aspects of fiduciary services.
He earned his Bachelor of Business Administration in Trust and Wealth Management from Campbell University, graduating magna cum laude, with a minor in Financial Planning. During his academic career, Jacob received multiple scholarships and distinctions, including recognition on the President’s and Dean’s Lists, and completed the Truist Emerging Leaders Certification program.
Detail oriented and client focused, Jacob brings integrity, professionalism, and a collaborative mindset to every relationship he serves, supporting Peak Trust Company’s continued commitment to excellence in fiduciary services.
Daria Davis has been with Peak Trust Company since 2022 and serves as Tax Officer in the firm’s Alaska office. In this role, she is responsible for ensuring the accurate and timely execution of tax related responsibilities for fiduciary accounts. Daria supports Peak’s fiduciary operations by coordinating trust tax filings, processing tax payments, tracking compliance deadlines, and maintaining detailed tax records across administered accounts.
She works closely with Fiduciary Officers, Operations, external CPAs, and tax authorities to facilitate the preparation and filing of fiduciary income tax returns and related forms. Her responsibilities include tracking filing deadlines, coordinating quarterly estimated tax payments, supporting annual 1099 processing, monitoring IRS notices, and maintaining system accuracy to ensure tax designations and reporting requirements are properly reflected. Daria’s strong organizational skills and attention to detail help ensure that fiduciary tax matters are handled efficiently and in accordance with regulatory standards.
Prior to joining Peak Trust Company, Daria built a diverse professional background that spans international procurement management and legal support. After working with international corporations, she relocated to Alaska and later served as a paralegal for an immigration attorney in Anchorage. These roles strengthened her analytical capabilities, regulatory awareness, and ability to manage complex documentation and compliance processes.
Daria earned both her Bachelor of Arts and Master of Arts degrees in Economics and International Relations, with a specialization in Accounting, from the Moscow State Institute of International Relations. She has also completed fiduciary taxation coursework through Cannon Financial Institute. Her technical training, global perspective, and disciplined approach to compliance contribute meaningfully to Peak Trust Company’s fiduciary tax operations.
Tanequa Davis serves as an Associate Fiduciary Officer at Peak Trust Company, bringing over 19 years of experience in the financial services industry. She supports the fiduciary team in trust administration, account onboarding, and compliance oversight while maintaining a strong focus on relationship management and client service excellence.
Prior to joining Peak, Tanequa served as a Trust Officer at a national financial institution, administering complex trust and probate accounts in accordance with governing documents and regulatory requirements. She collaborated closely with clients, legal professionals, and internal partners to ensure fiduciary responsibilities were met with accuracy and care.
Tanequa has also held leadership roles in private banking and retail branch operations, including as a Senior Client Associate and Branch Manager. Across these roles, she developed expertise in risk management, account administration, and team leadership.
Tanequa holds an Associate Degree in Business Administration from Southern New Hampshire University. Known for her attention to detail and commitment to client-focused solutions, she plays a key role in delivering high-quality fiduciary services at Peak Trust Company.
Danaya Dews serves as a Marketing Assistant at Peak Trust Company, where she contributes her expertise in content creation and digital marketing. In her role, she supports the marketing team by producing engaging multimedia content, managing social media platforms, and helping to highlight Peak’s team, services, and industry leadership.
Danaya first joined Peak Trust Company in 2022 as a Fiduciary Assistant and Front Desk Receptionist, where she gained valuable experience in client service and trust administration. Her background in communications and media production naturally led her to a marketing-focused role, where she now applies her creativity and strategic thinking to enhance Peak’s storytelling efforts.
Prior to joining Peak, Danaya worked as a Creative and Content Intern for a music awards show, where she produced and edited digital video content, authored articles, and supported interview and event production. She also served as a Social Media Manager and Production Assistant for college organizations, refining her skills in audience engagement and digital media strategy.
Danaya graduated cum laude with a Bachelor of Science in Television-Radio from Ithaca College. Outside of work, she enjoys baking and endurance running. As part of Peak’s marketing team, she brings a creative approach and a strong communications background to help shape the company’s brand and messaging.
