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.
Heather Dolan serves as a Fiduciary Assistant at Peak Trust Company’s Alaska office, a role she has held since 2021. As part of the fiduciary administration team, Heather supports Fiduciary Officers in managing all aspects of trust account oversight including records maintenance, transaction processing, preparing client communications and annual tax coordination. She excels in providing accurate, timely responses to client inquiries and partner requests.
In her work, Heather upholds strict procedures around account security, documentation, compliance protocols and maintaining excellent service levels. She plays a crucial coordination role by assisting Fiduciary Officers with beneficiary correspondence, money movement, brokerage interactions and day-to-day account administration.
A lifelong Alaskan, Heather joined Peak Trust Company after working as a trust and estates paralegal at a local law firm, leveraging her background in estate planning legal support. She earned her Associate of Applied Sciences degree in Paralegal Studies from the University of Alaska Anchorage.
In her free time, Heather enjoys biking and hiking to soak up the Alaska sunshine. As part of Peak’s trust administration team in Alaska, she provides excellent organizational skills and attention to detail in support of smooth trust account management and operations.
Jeannie Fanning serves as Peak Trust Company’s Fiduciary Team Manager, overseeing all fiduciary administration operations company-wide. She assumed this vital leadership role in 2023. Jeannie manages a large team responsible for all daily trust administration functions and processes across the organization.
In her role, Jeannie focuses on continuous improvement by assessing current processes and systems and implementing increased automation, task consolidation, compliance controls and staff training. Her oversight maintains strict adherence to security protocols while also driving efficient account administration. As Fiduciary Team Manager, Jeannie leverages her experience to lead cross-functional teams, ensure seamless coordination between fiduciary officers and operation staff, implement technology solutions to streamline operations, and develop best practices for account and client management.
Jeannie brings over 15 years of experience managing workflows, performance evaluation and process optimization from previous healthcare administration roles. Her background also includes expertise in organizational change management during periods of rapid scaling or integration of new technology.
Jeannie holds a Bachelor of Arts degree in Counseling Psychology from Alaska Pacific University. Her team leadership and process improvement skills have quickly aligned fiduciary administration capabilities with Peak Trust Company’s rapid growth.
Gretchen Grau has been with Peak Trust Company since 2012 and currently serves as Senior Operations Specialist in Peak’s Alaska office. In this role, Gretchen is responsible for cash management and balancing, processing electronic transactions for incoming and outgoing distributions, processing trades, and posting transactions to client accounts. In addition to her fiduciary operations role, Gretchen 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.
Prior to joining Peak, she worked in office management for over 10 years. Gretchen brings a broad range of experience in business administration and operations to her role.
Gretchen earned her Certified Securities Operations Professional (CSOP) and Certified Trust Operations Professional (CTOP) designations from the Cannon Financial Institute.
Jenelle Green joined Peak Trust Company in 2023 as Fiduciary Tax Coordinator in the Nevada office. In this role, Jenelle coordinates the processing of tax returns and filings for all administered Nevada trusts.
With over 12 years of tax experience, Jenelle leverages technical tax expertise and an eye for detail to ensure timely submission of accurate fiduciary tax documents. Her responsibilities include interfacing with CPAs on notices and audits, coordinating completion of client 1041s, processing distributions, and managing tax withholding across trust investments.
Prior to joining Peak, Jenelle worked in several tax and financial services roles. Most recently, Jenelle held worked for the Internal Revenue Service for over 12 years, the last four of which she served as a Revenue Officer. Jenelle earned her Bachelor of Science degree in Communications, with an emphasis in Public Relations and Advertising and a minor in Fashion Merchandising from Weber State University.
Daniel Grondahl has been with Peak Trust Company since 2020 and currently serves as Investment Relationships Officer. In this role, Daniel supports Peak’s Chief Investment Officer with all aspects of the unique investment programs that Peak offers for high-net-worth clients and trust accounts. Daniel is the co-chair 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.
Daniel brings over a decade experience in the financial services industry, with a focus in investor relations and investment performance analytics. Prior to joining Peak, Daniel worked at an Alaska-based asset management firm in several investment performance analytics roles, but most recently as Manager of Performance Analytics.
Daniel earned his Bachelor of Business Administration degree in Finance from University of Alaska Fairbanks, and his Certificate in Investment Performance Measurement (CIPM) designation from the CFA Institute.
Amber Gunn has been with Peak Trust Company since 2014 and currently serves as a Senior Fiduciary Officer responsible for the administration of trust and IRA accounts. Amber administers trusts sitused in Alaska. Her expertise includes helping clients establish and administer life insurance trusts, trusteed IRAs, and self-directed IRAs holding alternative assets.
An active participant in the Anchorage Estate Planning Council, Amber shares her knowledge through co-authored articles on subjects like IRAs, charitable trust planning, and life insurance trusts. Amber’s journey at Peak highlights her dedication to continued learning and growth. Her deep expertise in fiduciary services and commitment to knowledge-sharing greatly benefit both the Peak Trust Company team and its valued clients.
Prior to joining Peak, Amber worked in trust administration with Alaska USA Trust Company. Amber has worked in several positions at Peak, starting as a Fiduciary Assistant. Amber earned her Bachelor of Arts degree in English Education from University of Alaska Anchorage, and her Certified Trust and Financial Advisor (CTFA) designation from the Cannon Financial Institute.
Mariam Hall has been with Peak Trust Company since 2018, currently as Marketing Coordinator & Communications Coordinator. In her role, Mariam manages the execution of all marketing, communications and public relations functions and supports the strategic alignment of growth and process improvement initiatives across every department. In addition to her marketing and communications role, Mariam 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.
Mariam is active in the Anchorage estate planning community. She previously served as Executive Director of the Anchorage Estate Planning Council, and remains an active member of the council. Mariam is also closely involved in efforts to support the creation and passing of trust and estate legislation in Alaska. Since spearheading its inception in early 2019, Mariam has continued to run the administrative functions of Alaska Trust & Estate Professionals (ATEP), a formal working group established to further advance Alaska’s trust and estate planning law for the benefit of Alaska and Alaskan professionals.
Mariam brings over a decade of experience in C-level executive support, event coordination, digital marketing, and business development. As a dynamic thinker and strong communicator, she is passionate about providing top-tier operational support and coordinating strategy development and implementation. Mariam has co-authored several articles and frequently writes educational content on a variety of trust and estate planning topics. Prior to stepping into her current role, Mariam first joined the Peak team as Executive Assistant to the President and CEO. Mariam earned her Certified Financial Marketing Professional (CFMP) designation from the American Bankers Association.
Jillian Johnson has been with Peak Trust Company since 2020 and currently serves as a Fiduciary Officer in Peak’s Nevada office, responsible for the administration of Nevada trusts. Her wealth of expertise includes helping clients establish and administer all forms of Directed Trusts, Incomplete Non-Grantor Trusts, Spousal Lifetime Access Trusts, and trusts holding unique or unusual assets. In the Las Vegas estate planning community, Jillian is an active member of the Southern Nevada Estate Planning Council.
Prior to assuming the role of Fiduciary Officer, Jillian served in various roles with the company as in both trust administration, trust operations, and accounts payable and receivable. Jillian brings over a decade of experience in trust administration and working closely with clients and estate planning attorneys. Jillian is currently pursuing her Certified Trust and Financial Advisor (CTFA) designation from the Cannon Financial Institute.
