Abigail O’Connor, JD

Abigail O’Connor serves as Chief Fiduciary Officer for Peak Trust Company. Since joining the team in 2024, Abigail brings deep expertise in strategic estate planning for high-net-worth clients. In her role, Abigail is responsible for overseeing the fiduciary operations of the company, ensuring the highest standards of trust administration and client service. She leads a team of experienced professionals, providing strategic guidance on complex trust and estate matters, and works closely with clients to develop and implement customized estate planning solutions. Abigail’s extensive background in estate planning, tax strategy, and trust administration uniquely positions her to drive Peak Trust Company’s mission of delivering unparalleled fiduciary services.

With over 15 years of dedicated experience in trusts and estates, Abigail has honed her expertise in a variety of practice areas. These include estate planning, estate and gift tax strategic planning, representation of trustees and beneficiaries, estate administration, and family business succession planning. Her comprehensive approach to estate planning integrates tax considerations, challenging family dynamics, and the unique needs of family business owners. This diverse experience is instrumental in her current role, where she ensures that clients receive holistic and tailored fiduciary services.

Abigail is known for her ability to navigate complex legal and financial landscapes, offering counsel on a range of estate planning tools such as revocable and irrevocable trusts, life insurance trusts, dynasty trusts, asset protection trusts, and more. She also collaborates with out-of-state attorneys to incorporate Alaska trusts into broader estate plans, guiding fiduciaries and beneficiaries through their creation and administration.

In her legal practice, Abigail represented trustees and personal representatives, providing counsel on trust administration and estate probate in Alaska. She is adept at addressing complex issues like irrevocable trust modifications and providing ongoing administration support.

Abigail’s professional affiliations are extensive. She serves as the Alaska State Chair of the American College of Trust and Estate Counsel (ACTEC) and has held leadership roles in several professional organizations, including the Anchorage Estate Planning Council and Anchorage Trust & Estate Professionals. Her accolades include a Martindale-Hubbell AV rating and a Band 1 ranking by Chambers Private Wealth Law in Alaska.

Abigail is a prolific writer and speaker, contributing to numerous publications and presenting at various industry events. She holds a Juris Doctor with a concentration in Estate Planning from Albany Law School, a Master of Science in Applied Mathematics from Rensselaer Polytechnic Institute, and a Bachelor of Arts in Mathematics from Rutgers University. Abigail is licensed to practice law in Alaska and Florida.

Sandra Barta

Sandra Barta brings a diverse and extensive background to her role as a 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.

Erica Bradley

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.

Josephine Cangemi

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.

Jacob Creswell

Jacob Creswell joined Peak Trust Company in 2025 and currently serves as a Fiduciary Officer in the firm’s Alaska office. In this role, he is responsible for the administration of complex trust accounts and for fostering strong, thoughtful relationships with clients and beneficiaries. Jacob works closely with families and their advisors to ensure each trust is administered in accordance with its governing documents, applicable regulations, and Peak’s high standards of fiduciary care.

Jacob began his tenure at Peak as a Fiduciary Assistant, where he developed a strong operational foundation in trust administration and client service. Prior to joining the firm, he gained valuable industry experience through internships with several Tennessee trust companies, contributing to estate planning initiatives, the administration of personal and special needs trusts, and business development efforts. These experiences provided him with a well rounded perspective on the technical and relational aspects of fiduciary services.

He 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 received multiple scholarships and distinctions, including recognition on the President’s and Dean’s Lists, and completed the Truist Emerging Leaders Certification program.

Detail oriented and client focused, Jacob brings integrity, professionalism, and a collaborative mindset to every relationship he serves, supporting Peak Trust Company’s continued commitment to excellence in fiduciary services.

Tanequa Davis

Tanequa Davis serves as an Associate Fiduciary Officer at Peak Trust Company, bringing over 19 years of experience in the financial services industry. She supports the fiduciary team in trust administration, account onboarding, and compliance oversight while maintaining a strong focus on relationship management and client service excellence.

Prior to joining Peak, Tanequa served as a Trust Officer at a national financial institution, administering complex trust and probate accounts in accordance with governing documents and regulatory requirements. She collaborated closely with clients, legal professionals, and internal partners to ensure fiduciary responsibilities were met with accuracy and care.

Tanequa has also held leadership roles in private banking and retail branch operations, including as a Senior Client Associate and Branch Manager. Across these roles, she developed expertise in risk management, account administration, and team leadership.

Tanequa holds an Associate Degree in Business Administration from Southern New Hampshire University. Known for her attention to detail and commitment to client-focused solutions, she plays a key role in delivering high-quality fiduciary services at Peak Trust Company.

Heather Dolan

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

Jeannie Fanning serves as Head of Strategic Operations at Peak Trust Company, reporting directly to the Chief Executive Officer. In this senior leadership role, she is responsible for translating the firm’s strategic priorities into operational execution across all departments. Acting as a key advisor and implementation partner to the CEO, Jeannie helps drive enterprise-wide initiatives, remove operational barriers, and ensure alignment between leadership vision and day-to-day execution.

Jeannie plays a central role in strategic planning and organizational alignment. She partners with the CEO and Leadership Team to co-develop long-term strategic roadmaps, translate high-level objectives into actionable plans with clear ownership and timelines, and monitor measurable progress against firmwide goals. She facilitates leadership meetings, tracks commitments and deliverables, and fosters accountability across departments to ensure priorities remain aligned and momentum is maintained.

A significant focus of her role is operational oversight and cross-functional execution. Jeannie leads high-impact, cross-departmental initiatives, develops key performance indicators and dashboards to measure success, and builds consistent systems and processes that support scalability. She works closely with department heads to remove roadblocks, manage change initiatives, and strengthen communication and collaboration across teams. By driving disciplined project management and structured follow-through, she enhances organizational efficiency and enterprise-wide accountability.

Jeannie brings more than 20 years of experience in workflow management, performance evaluation, and process optimization, with a background in healthcare administration. She has extensive experience leading teams through organizational change and system modernization. She holds a Bachelor of Arts degree in Counseling Psychology from Alaska Pacific University. Her strategic execution mindset and leadership capabilities provide critical infrastructure to support Peak Trust Company’s continued growth and long-term success.

Jenelle Green

Jenelle Green joined Peak Trust Company in 2023 and serves as Tax Officer in the firm’s Nevada office. In this role, Jenelle oversees fiduciary tax compliance and reporting for Nevada administered trusts, ensuring accurate and timely preparation, coordination, and filing of required tax returns. She plays a key role in supporting trustees, clients, and advisors by helping navigate the complexities of fiduciary income taxation.

Jenelle is responsible for coordinating the preparation and review of Form 1041 returns, managing trust tax reporting requirements, overseeing tax withholding across trust investments, and facilitating distributions with tax implications in mind. She works closely with external CPAs and tax professionals to address notices, audits, and technical tax matters, serving as a central point of contact to ensure issues are resolved efficiently and in alignment with fiduciary responsibilities.

With more than 12 years of tax experience, Jenelle brings significant technical expertise and a strong attention to detail to her role. Her background includes extensive experience interpreting tax regulations, managing compliance matters, and working directly with individuals and businesses to resolve complex tax situations.

Prior to joining Peak Trust Company, Jenelle served with the Internal Revenue Service for over 12 years, including her most recent role as a Revenue Officer. In that capacity, she handled sensitive tax matters, conducted financial analysis, and worked closely with taxpayers to achieve compliance.Jenelle is also an Enrolled Agent, federally authorized to represent taxpayers before the Internal Revenue Service. Her experience with the IRS provides her with valuable insight into regulatory processes and enforcement considerations, enhancing the depth of expertise she brings to Peak’s fiduciary tax administration.

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. Her combination of technical tax knowledge, regulatory experience, and client focused approach strengthens Peak Trust Company’s comprehensive fiduciary services.