Lorie Johnson serves as the Front Desk Receptionist at Peak Trust Company, bringing over 12 years of experience in banking, financial services, and office management. She has a strong background in customer service, administrative support, and regulatory compliance. In her role, she ensures smooth daily operations and provides a welcoming experience for clients and visitors.
Before joining Peak Trust Company, Lorie held various positions in banking and financial services. As an Administrative Assistant at a financial advisory firm, she facilitated financial transactions and managed compliance processes. She also worked as a Senior Tax Specialist at a tax services company, assisting clients with tax planning and reporting. Her experience includes customer service roles where she supported clients with account maintenance, fraud claims, and billing inquiries.
Lorie holds a Master’s degree in Public Relations and a Graduate Certificate in Internet Marketing from Full Sail University. She also earned Bachelor’s degrees in Sports Management and Journalism from Arkansas State University.
With her extensive experience and commitment to client service, Lorie plays an integral role in maintaining a professional and efficient front office at Peak Trust Company.
Allison Kaper serves as a Fiduciary Assistant at Peak Trust Company, joining the team in 2025. As part of the fiduciary administration team, Allison supports Fiduciary Officers in managing all aspects of trust account oversight including records maintenance, transaction processing, preparing client communications and coordinating with various service providers. She brings strong analytical and organizational skills to providing accurate, timely responses to client inquiries and partner requests.
In her work, Allison 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, account administration, and day-to-day trust operations.
Prior to joining Peak Trust, Allison served as a Biological Science Technician with the federal government in Alaska, where she specialized in data management and quality assurance protocols. Her experience includes military service in the U.S. Navy Reserve, where she advanced to Second Class Petty Officer and led analytical teams in intelligence operations. This background provided her with exceptional attention to detail, leadership capabilities, and experience managing sensitive information.
Allison earned her Bachelor of Science in Biology from Northern Michigan University in 2022. Her diverse professional background in data analysis, regulatory compliance, and client service provides valuable skills in support of Peak Trust’s fiduciary operations and client care.
Nichole King has been with Peak Trust Company since 2019 and currently serves as Fiduciary Officer and head of the Nevada office. Nichole is primarily responsible for overseeing trust administration, trust document review, and managing Peak’s Nevada office. 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.
Nichole brings over 20 years of financial services experience, with over 10 years of experience in trust administration. Prior to joining Peak, Nichole worked in several financial services roles, but most recently as a Senior Fiduciary Administrator at Wells Fargo. Nichole is an active member of the Southern Nevada Estate Planning Council.
Nichole earned her Bachelor of Science degree in Business Administration and Management from the University of North Dakota, and her Certified Trust and Financial Advisor (CTFA) designation from the American Bankers Association.
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.
Lars Laundrup joined Peak Trust Company in 2023 as Information Security Specialist, bringing over 7 years of cybersecurity and IT experience protecting confidential data in heavily regulated industries. He most recently served as a Security Consultant orchestrating audit compliance, vulnerability assessments, access controls, and incident response for a 21-location healthcare organization.
Leveraging hands-on technical expertise securing networks, endpoints and cloud platforms, Lars now oversees key initiatives impacting Peak’s security posture – including perimeter defenses, access governance, employee awareness and event monitoring. In addition to his information security role, Lars 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. while upholding strict regulatory obligations.
A Certified Information Systems Security Professional (CISSP), Lars earned his Bachelor of Science in Information Technology Management from National University. He maintains additional industry credentials including CompTIA Security+, Fortinet NSE 4 and Sophos Firewall Engineer. By optimizing information security protocols and instilling data protection best practices across the company, Lars empowers the Peak Trust Company team to safely uphold fiduciary duties and provide excellent service as the firm scales exponentially.
Brent Liner joined Peak Trust Company in 2024 as a Senior Fiduciary Officer in our Alaska Office, bringing a decade of experience in trust administration and wealth management. Brent has a proven track record in managing complex trust accounts, enhancing operational processes, and mentoring team members to foster professional growth and excellence.
Before joining Peak, Brent held numerous leadership positions in trust and wealth management, where he administered significant portfolios, streamlined trust operations, and spearheaded policy updates to ensure compliance and operational efficiency. His career highlights include overseeing $1 billion in assets under management, redesigning trust administration processes, and serving as a subject matter expert and trainer in trust services.
Brent is actively involved in industry advancement, contributing to legislative evaluations through the Pennsylvania Bankers Association Trust Advisory Committee and participating in various Estate Planning Councils and Wealth Management Conferences. He is also a member of the Society of Trust and Estate Practitioners (STEP).
Brent earned his Juris Doctor from Campbell University, where he also completed a Master of Trust and Wealth Management, graduating magna cum laude. His undergraduate studies were completed at the University of North Carolina-Wilmington with a Bachelor of Arts degree in History.
Geoffrey Longhurst has been with Peak Trust Company since 2019 as a Compliance Specialist. In this role, Geoffrey works with regulators and third-party auditors supporting the continuous development of the Company’s regulatory and fiduciary best practices compliance program.
Geoffrey co-chair’s 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 full-time, Geoffrey interned at Peak Trust Company in the summer of 2016 gaining valuable exposure to both the operations and trust administration departments. Geoffrey earned his Bachelor of Arts degree in Economics and Political Science with a minor in French from South Dakota State University where he swam competitively at a Division I Level. Geoffrey holds the Certified Fiduciary Risk Investment Specialist (CFIRS) designation from Cannon Financial School.
Agata Mackowiak, serves as Trust Tax Manager at Peak Trust Company, bringing over a decade of expertise in fiduciary tax compliance and trust administration. Agata is responsible for overseeing all trust tax processes, including the preparation, review, and filing of fiduciary income tax returns. She works closely with clients, advisors, and tax professionals to resolve complex tax inquiries, ensuring accuracy, timeliness, and adherence to all applicable laws and regulations.
Throughout her career, Agata has achieved significant success in tax management and trust administration. She has spearheaded process improvements, conducted comprehensive tax compliance audits, and developed best practices to streamline trust tax operations. Her extensive expertise encompasses a broad range of trust tax matters, including generation-skipping transfer (GST) tax analysis, foreign tax filings, and non-resident alien (NRA) withholding.
Agata holds a Master of Arts in Business and English from Silesian College of Economics and Languages in Poland, as well as a Bachelor of Science in Hotel Administration from the University of Nevada, Las Vegas. She has earned the Certified Trust and Fiduciary Advisor (CTFA) designation and completed advanced training in trust, estate, gift, and GST taxation through Cannon Financial Institute.
Erica Martirez has been with Peak Trust Company since 2022 as Operations Specialist. In her operations role, Erica is responsible for the daily back-office banking operations functions for the Nevada office including cash management and balancing, processing electronic transactions for incoming and outgoing distributions, processing trades, and posting transactions to client accounts.
Prior to joining Peak, Erica worked in banking and financial services operations roles in a local credit union for over 18 years. Erica brings a well-rounded background to her role from many different areas of banking operations including member services, loan operations, and debit card services. Erica graduated from California State University Dominguez Hills with her Bachelor of Science degree, majoring in Business Administration with a concentration in Information Management.
