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.
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.
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.
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.
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 currently serves as an Associate Fiduciary Officer. In this role, Autumn is responsible for supporting all aspects of trust administration and new account intake, ensuring seamless service and prompt, accurate responses to Peak’s clients and partners. Based in the Alaska office, she serves as a key resource for many of Peak’s partners, leveraging her strong organizational skills and attention to detail.
Before her current position, Autumn excelled as a Fiduciary Assistant at Peak Trust Company, where she provided invaluable support to the fiduciary team. Prior to joining Peak, she worked as a property manager for a local real estate management company.
In recognition of her growing leadership in the field, Autumn was recently voted onto the board of directors for the Anchorage Estate Planning Council.
Outside the office, Autumn is an avid traveler, having visited 29 countries and counting. She enjoys hiking, kayaking, paddleboarding, snowboarding, and exploring remote cabins. Autumn holds an Associate Degree in Applied Science from the University of Alaska.
Autumn’s dedication and diverse experience contribute significantly to the high-quality fiduciary services that Peak Trust Company provides.
Sabrina Volstad serves as the Front-Desk Receptionist for Peak Trust Company’s Alaska office, a role she has held since joining the firm in 2016. As Front Desk Receptionist, Sabrina provides exceptional first impressions via the lobby and phone. She warmly greets visitors, manages call direction, and resolves or escalates inquiries. Additionally, Sabrina supports Alaska’s trust administration team as a Fiduciary Assistant. She assists Fiduciary Officers with account management responsibilities like asset processing, documentation filing, administrative recordkeeping, report packaging and coordinating client mailings.
Sabrina earned her Bachelor of Arts degree in Business Administration from Liberty University. Sabrina’s administrative coordination enables smooth operations so client-facing officers can focus fully on account oversight and excellent service delivery. Her diligent support across reception and a variety of back-office tasks exemplifies Peak’s standard for teamwork and dedication. Sabrina provides vital infrastructure facilitating the company’s growth while preserving its signature boutique, relationship-focused culture.
Kate Wheeler joined Peak Trust Company in 2023 and serves as a Fiduciary Assistant. With over 15 years of experience in accounting administration, Kate plays a crucial role in supporting fiduciary operations and client services, ensuring precise and efficient management of trust a
office, she is responsible for assisting with trust administration, coordinating client communications, preparing fiduciary accountings, and ensuring compliance with fiduciary standards and regulations.
Kate leverages her meticulous attention to detail, rigorous processes, and strong communication abilities, which she honed during her previous roles in accounting and finance. Before joining Peak Trust Company, she led the accounts payable and receivables team for a large Alaska auto group with multiple locations. Kate is currently studying Business Management at DeVry University and is on track to graduate in 2024.
In her role as Fiduciary Assistant, Kate’s dedication to maintaining smooth financial operations and timely transaction processing continues to be invaluable. Her expertise and commitment enable Peak Trust Company to provide excellent fiduciary service as the company grows
