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.
Jean Mead brings over 15 years of comprehensive accounting and finance experience to her role as Accounts Receivable Specialist in our Nevada office. With a strong foundation in financial analysis, reporting, and account management, Jean plays a vital role in maintaining the financial health and efficiency of our organization. Jean’s expertise spans the full spectrum of accounting functions, including invoice processing, payment collections, account reconciliations, and financial reporting. Her meticulous attention to detail and superior analytical skills ensure accuracy and timeliness in all accounts receivable operations.
Prior to joining our team, Jean held progressive roles at notable organizations in the financial services, hospitality, and manufacturing sectors. Her diverse background includes experience in client invoicing and payment processing, financial analysis, month-end close processes, and financial statement preparation across multiple industries. Jean is proficient in numerous accounting platforms and enterprise software systems, including advanced Microsoft Office applications. This technical versatility, combined with her collaborative approach and creative problem-solving abilities, makes her an invaluable asset to our finance team.
Jean holds a Bachelor of Science in Business Administration with a concentration in Accounting from the National College of Business & Arts in Manila, Philippines, and has continued her professional development through coursework at Santa Rosa Junior College.
Known for her commitment to excellent customer service and her ability to build strong relationships with clients and colleagues alike, Jean consistently delivers results while maintaining the highest standards of accuracy and professionalism.
Andrea Medeiros serves as Executive Assistant to the Chief Executive Officer at Peak Trust Company, bringing extensive experience in executive support, communications, and organizational leadership. In this role, Andrea provides high level administrative and strategic support, helping ensure effective coordination, clear communication, and smooth day to day operations at the executive level.
Andrea has a strong background in communications planning, writing, editing, and project coordination, with experience supporting senior leadership, managing complex schedules, coordinating high priority initiatives, and facilitating collaboration across teams. She is known for her attention to detail, sound judgment, and ability to manage multiple priorities in fast paced environments.
In addition to her executive support expertise, Andrea offers experience in document development, stakeholder communications, and process improvement, supporting both administrative and communications related needs with professionalism and care.
Andrea holds a Bachelor of Science in Biology from West Chester University.
Heather Popowych serves as Policy & Procedure Unification Specialist within Peak Trust Company’s compliance department. In this role, Heather contributes to standardization, documentation and alignment of all policies, controls, workflows and training programs across the enterprise.
Leveraging project management expertise from her background, Heather facilitates cross-functional input to update legacy documentation, identify control gaps, consolidate redundant protocols and track version control. Her work reduces operational risk while ensuring procedural consistency.
Prior to her current position, Heather supported Peak ‘s executive team as an Executive Assistant where she gained valuable insights into leadership priorities and challenges. Over her earlier career, Heather managed complex initiatives across data systems and human resources functions in the private sector.
Heather holds a Bachelor of Arts in Human Resources from the University of Oklahoma. She applies analytical thinking, communication skills and an eye for detail in her mission to optimize Peak Trust Company’s policy infrastructure amid ongoing expansion.
Faydra Ross joined Peak Trust Company in 2023 and currently serves as a Fiduciary Officer in the firm’s Nevada office. In this role, Faydra administers assigned client trust accounts and serves as the primary point of contact for all aspects of account oversight, administration, and client service. She is responsible for ensuring the accurate and timely administration of trusts while upholding strict standards related to account security, documentation, asset custody, and compliance protocols. Faydra approaches her work with a strong commitment to precision, responsiveness, and exceptional client service, helping foster confidence and continuity for account holders and their advisors.
Faydra brings more than a decade of estate, trust, and probate paralegal experience to her fiduciary practice. Her extensive background in trust and estate administration, coupled with deep familiarity navigating probate courts and fiduciary regulations, allows her to manage complex matters with clarity and professionalism.
Prior to joining Peak, Faydra worked as a paralegal supporting attorneys in estate planning and probate practices, where she excelled in coordinating case management, preparing filings and petitions, interfacing with courts and regulatory agencies, and conducting legal research. She most recently served as a paralegal at a Las Vegas law firm with a robust estate planning and probate caseload.
Faydra earned a Bachelor of Science in Criminal Justice from Southern New Hampshire University and an Associate of Applied Science degree in Paralegal Studies from Pioneer Pacific College. Her combined legal background and fiduciary expertise position her as a trusted resource for clients and colleagues alike.
Tali Salima-Emerson currently serves as an Operations Assistant at Peak Trust Company, where she provides vital support for fiduciary back-office functions. Since joining Peak Trust in 2023, Tali has demonstrated a strong commitment to operational excellence and has played a key role in ensuring smooth trust administration processes.
In her position, Tali leverages her diverse experience in administrative and client service support roles within professional services industries to streamline operations and enhance efficiency. She works closely with the fiduciary team to manage transaction documentation, maintain accurate records, and assist with various fiduciary operations tasks. Tali’s attention to detail, organizational skills, and ability to adapt to new challenges make her a valuable asset to the operations team.
Prior to her current role, Tali served as Front Desk Receptionist and Fiduciary Assistant in Peak Trust’s Nevada office, where she managed headquarters reception, greeted clients, directed visitors, and resolved inquiries. She also gained valuable experience in fiduciary process support, transaction tracking, and general trust administration during her time working in a trust administration support role at another Nevada trust company.
Tali’s background in trust operations, combined with her experience in coordinator roles across various professional services settings, has equipped her with the skills necessary to excel in her position as Operations Assistant. Her dedication to supporting Peak’s fiduciary team and commitment to delivering exceptional service contribute to the company’s ongoing success.
Katie Sperry serves as an Operations Specialist at Peak Trust Company, where she supports internal processes that drive efficiency, accuracy, and coordination across departments. As part of the operations team, Katie plays a key role in maintaining documentation, streamlining workflows, and contributing to the firm’s commitment to operational excellence.
With a strong background in financial reporting, administrative systems, and data analysis, Katie brings a detail-oriented mindset to every aspect of her work. She has experience in budgeting, compliance, and executive-level reporting, and has developed tools and solutions to improve accuracy and cross-functional collaboration.
Katie is currently pursuing a Bachelor of Business Administration at the University of Alaska Anchorage, with a double major in Finance and Economics and a minor in Accounting. She maintains a 4.0 GPA and is an active member of several academic clubs, including the Finance, Economics, and Accounting Clubs.
In her free time, Katie enjoys problem-solving, developing custom applications, and finding new ways to improve processes. Her strong organizational skills and dedication to continuous improvement make her a valuable member of the Peak Trust Company team.
Janet Tempel has been with Peak Trust Company since 2014 as a Senior Fiduciary Officer following the acquisition of Alaska USA Trust Company. In addition to her extensive trust administration experience, Janet also practiced law with a concentration in estate planning and business law. Her knowledge and background in trust administration help her to work seamlessly with attorneys, financial planners, and other professionals to facilitate the implementation of a wide range of estate plans. Her expertise includes helping clients establish and administer many types of trusts, including Domestic Asset Protection Trusts, Dynasty Trusts, Charitable Remainder Trusts and Alaska Community Property Trusts, among others.
Janet is actively involved in Alaska’s estate planning community and is a member of the Anchorage Estate Planning Council. She has taught community education classes on wills, trusts, probate, and LLCs, has served on the boards of several non-profit organizations, and continues to keep abreast of estate planning and tax developments.
Janet received her Juris Doctor and Bachelor of Arts degrees from the University of Iowa. She is a member of the Alaska Bar Association and is a graduate of the American Bankers Association Trust School and Graduate Trust School.
Autumn Tremont has been with Peak Trust Company since 2023 and serves as Fiduciary Officer. Based in Peak’s Alaska office, she is responsible for the administration of trust accounts and overseeing new account intake, ensuring a seamless onboarding experience and consistent, high quality service for clients and their advisors. She works closely with families and professional partners to facilitate clear communication, thoughtful administration, and timely responses across a wide range of trust matters.
Her responsibilities include reviewing trust documents, coordinating distributions, assisting with complex asset transfers, and supporting ongoing fiduciary oversight. Known for her strong organizational skills and attention to detail, Autumn plays an important role in maintaining the accuracy, efficiency, and responsiveness that define Peak’s client service model.
Autumn began her tenure at Peak supporting the fiduciary team in administrative and operational capacities, where she developed a strong foundation in trust administration and client service. Prior to joining the firm, she worked as a property manager for a local real estate management company, refining her communication, client service, and problem solving skills.
Autumn is an active member of the estate planning community and serves on the board of directors for the Anchorage Estate Planning Council. Outside the office, she is an avid traveler who has visited 29 countries and counting, and she enjoys hiking, kayaking, paddleboarding, snowboarding, and exploring remote cabins. She holds an Associate Degree in Applied Science from the University of Alaska.
