Tali Salima-Emerson

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.

Our Team


Abigail O’Connor, JD

Chief Fiduciary Officer


Donn Lassila, CFIRS

Chief Compliance Officer


Lisa Russell, CFA

Chief Investment Officer


Michelle Stahle

Chief Operations Officer


James Meier, CPA, CMA

Chief Financial Officer


Stephen C. Miller, JD

General Counsel, Director


Chelcie Ashwood, CSOP, CTOP

Senior Operations Specialist


Kelsey Baldridge

People Development Coordinator


Sandra Barta

Associate Fiduciary Officer


Patti Blattmachr

Executive Officer


Erica Bradley

Associate Fiduciary Officer


Johnathon Brandt

Associate Fiduciary Officer


Josephine Cangemi

Fiduciary Assistant


Kristine Casteel

Associate Fiduciary Officer


Daria Davis

Fiduciary Tax Coordinator


Danaya Dews

Fiduciary Assistant


Heather Dolan

Fiduciary Assistant


Jeannie Fanning

Fiduciary Team Manager


Gretchen Grau, CSOP, CTOP

Senior Operations Specialist


Jenelle Green

Fiduciary Tax Coordinator


Daniel Grondahl, CIPM

Investment Relationship Officer


Amber Gunn-Holt, CTFA

Senior Fiduciary Officer


Mariam Hall, CFMP

Marketing & Communications Coordinator


Jillian Johnson

Fiduciary Officer


Nichole King, CTFA

Fiduciary Officer, Head of Nevada Office


Lars Laundrup, CISSP

Information Security Specialist


Geoffrey Longhurst, CFIRS

Compliance Specialist


Erica Martirez

Operations Specialist


Heather Popowych

Policy & Procedure Unification Specialist


Faydra Ross

Associate Fiduciary Officer


Tali Salima-Emerson

Operations Assistant


Andre Sears

Business Development Officer


Jade Statz

Executive Assistant to the CEO


Janet Tempel, JD

Senior Fiduciary Officer


Autumn Tremont

Associate Fiduciary Officer


Sabrina Volstad

Front Desk Receptionist & Fiduciary Assistant


Kate Wheeler

Fiduciary Assistant


Brianna Williams

Operations Specialist


Dawn Wilson

Fiduciary Officer

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