Kelsey Baldridge serves as People Development Coordinator for Peak Trust Company. In this role, Kelsey manages ongoing talent acquisition efforts for all Peak’s offices and has streamlined and modernized Peak’s hiring and onboarding processes. Kelsey is also responsible for designing and facilitating onboarding and mentorship programs to support employee growth. Kelsey coordinates continuing education opportunities across the company so employees can continuously expand their skills and knowledge. In addition to her primary role, Kelsey 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.
Kelsey joined the team at Peak Trust Company in 2020, starting as a Fiduciary Assistant supporting one of Peak’s Senior Fiduciary Officers. In 2022 Kelsey transitioned into her current role, taking on more responsibilities related to recruiting and employee development. Leveraging her organizational skills and interpersonal abilities, Kelsey took on talent acquisition duties and created onboarding processes to smoothly integrate new hires.
Kelsey brings over a decade of experience in office administration and team management to her role. Kelsey earned two Bachelor of Arts degrees in Biology and Psychology from University of Alaska Fairbanks. Kelsey obtained her SHRM-CP designation from the Society of Human Resources Management.
Sandra Barta brings a diverse and extensive background to her role as Associate 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.
Johnathon Brandt brings a wealth of experience and dedication to his role as Fiduciary Officer at Peak Trust Company. With a solid background in accounting and fiduciary services, Johnathon plays a pivotal role in assisting clients with trust administration and sophisticated estate planning techniques.
Johnathon originally joined Peak Trust Company in 2022, where he served on the administration team helping clients establish and administer trusts in Alaska and Nevada. His expertise encompasses a wide range of trust types, including Delegated and Directed Trusts, Spousal Lifetime Access Trusts, Domestic Asset Protection Trusts, and Charitable Trusts. He is known for providing prompt and accurate responses to complex client inquiries, ensuring exceptional service.
After a year and a half at Peak Trust Company, Johnathon furthered his career at an esteemed investment management and financial planning firm in Anchorage, where he assisted clients in achieving their goals through personalized financial planning. Now back at Peak Trust Company, Johnathon continues to leverage his diverse experience to provide outstanding fiduciary services.
Johnathon holds a Bachelor of Science in Accounting from the University of Montana and a Master’s in Accounting from East Tennessee State University. He is currently pursuing both his Certified Trust and Financial Advisor (CTFA) designation from the Cannon Financial Institute and his Certified Financial Planner (CFP) designation. Additionally, he holds a Series 65 license.
Outside the office, Johnathon enjoys exploring the great outdoors with his wife, Tori, and their dog, Bella. An adventurous spirit, he has a deep love for Prince William Sound and actively participates in the Prince William Sound Stewardship Foundation. Johnathon and Tori also volunteer with Make-A-Wish, the Food Bank of Alaska, and various initiatives in Prince William Sound.
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 the team in 2025 and currently serves as an Associate Fiduciary Officer in Peak Trust Company’s Alaska office, where he plays an integral role in trust administration and client relationship management. In this position, he supports and oversees the administration of complex trust accounts, ensuring regulatory compliance, executing fiduciary responsibilities, and working closely with clients and beneficiaries to provide attentive, personalized support.
Jacob first joined Peak as a Fiduciary Assistant, bringing with him a strong foundation in trust and wealth management. His early career included key internships at various Tennessee trust companies, where he contributed to estate planning, personal and special needs trusts, and business development initiatives.
Jacob 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 was honored with multiple scholarships and academic distinctions, including placement on the President’s and Dean’s Lists. He also completed the Truist Emerging Leaders Certification program.
Driven by detail, integrity, and a commitment to client-focused service, Jacob brings a thoughtful and collaborative approach to each trust he helps administer – furthering Peak Trust Company’s reputation for excellence in fiduciary services.
Daria Davis has been with Peak Trust Company since 2022 and currently serves as Fiduciary Tax Coordinator in Peak’s Alaska office. In this role, Daria coordinates the processing of trust tax returns for all Alaska trusts. Daria is responsible for coordinating the processing of tax returns to ensure timely filing with the applicable taxing authority, communicating with CPAs regarding tax notices, as well as coordinating the distribution of applicable tax documents.
Daria brings over a decade of experience in international procurement management to her role at Peak. After transitioning from working for international corporations and settling in Alaska, Daria worked as a paralegal for an immigration attorney in Anchorage for several years before joining the Peak team.
Daria earned 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.
