Melissa McKenna

As a Fiduciary Assistant in Peak Trust Company’s Nevada office, Melissa McKenna supports fiduciary officers with the day-to-day administration of trust accounts. She assists with document coordination, scheduling, client communications, record keeping, and internal processes that help the fiduciary team provide timely and attentive service

Melissa brings more than 20 years of administrative experience supporting executives and business leaders. Throughout her career, she has managed complex calendars, prepared correspondence and reports, coordinated meetings and events, maintained confidential records, and helped keep office operations organized and efficient.

Her background also includes developing standard operating procedures and improving processes to reduce errors and create greater consistency. Melissa is known for her proactive approach, strong communication skills, and ability to manage competing priorities while handling sensitive information with professionalism and discretion.

A Notary Public for the State of Nevada, Melissa brings reliability, organization, and a service-focused mindset to her role. Her extensive administrative experience and commitment to supporting those around her make her a strong resource for Peak’s fiduciary team, clients, and beneficiaries.

Alyssa Rosen

Alyssa Rosen serves as Head of Sales & Marketing at Peak Trust Company, where she leads the firm’s growth strategy, brand positioning, and client engagement efforts. She is responsible for driving new business, strengthening key relationships, and aligning sales and marketing initiatives to support Peak’s long-term strategic objectives.

Alyssa brings more than two decades of experience in sales leadership, business development, and marketing strategy across highly service-driven and client-focused industries. She has a proven track record of building high-performing teams, developing scalable sales processes, expanding into new markets, and executing strategies that drive visibility, engagement, and revenue growth.

What distinguishes Alyssa’s background is her deep experience in sports, entertainment, and large-scale events where she spent a significant portion of her career leading sales, marketing and business development for major venues and global hospitality organizations. She has worked for several professional sports organizations, and entertainment properties, with high-profile events, managing complex client relationships and delivering high-touch, white-glove experiences in fast-paced, high-stakes settings.

This experience translates directly to Peak Trust Company’s client-focused approach. Alyssa understands the importance of discretion, complexity, and long-term relationship management, and brings a thoughtful, solutions-oriented approach to every engagement.

Throughout her career, Alyssa has partnered closely with executive leadership and cross-functional teams to design and implement initiatives that support organizational growth and operational excellence. Her expertise spans strategic account management, brand storytelling, corporate communications, and consultative sales, with a strong emphasis on client experience and trusted partnerships.

Alyssa holds a Bachelor of Arts in Mass Communication, with a concentration in Sports Administration and Marketing, from the University of Hartford. She also holds a teaching degree in Theology from Gratz University in Philadelphia.

Known for her strategic mindset, collaborative leadership style, and results-driven approach, she plays a key role in advancing Peak Trust Company’s mission and expanding its presence in the trust and estate planning industry and clients seeking sophisticated fiduciary solutions.

Matthew Blattmachr, CFP®, CFIRS

Matthew Blattmachr has been with Peak Trust Company full-time since 2008, and currently serves as President & CEO. Prior to assuming this leadership role, Matthew served in various roles with the company across every department, including investments, operations and trust administration. Matthew is responsible for overseeing two office locations and a staff of over 60 team members in Alaska and Nevada. Matthew’s expertise includes administration of private foundations, trusts holding private placement life insurance, Grantor Trusts, Incomplete Non-Grantor Trusts, and Charitable Trusts. 

Since 2008, Matthew has taken an active role in the passage of trust and estate-related legislation. In early 2019, he organized a formal working group, Alaska Trust & Estate Professionals, to continue this progress to further advance Alaska’s trust and estate planning law for the benefit of the state, Alaskans, and Alaskan professionals.

In the Alaska estate planning community, Matthew is active in several professional associations, public policy groups, and nonprofits. Matthew has served in leadership positions as Chair of the Anchorage Senior Activity Center Endowment Fund Board of Trustees, President of the Anchorage Estate Planning Council, and currently serves as President of Alaska Trust & Estate Professionals.

Matthew has written and co-authored numerous articles related to trusts and estate planning in Alaska for various publications including Family Office Magazine and Trusts & Estates Magazine.

Matthew holds a Master of Business Administration from Alaska Pacific University, a Bachelor of Arts degree from the University of Alaska Anchorage. Matthew has earned his Certified Financial Planner (CFP®) designation from the College of Financial Planning and Certified Fiduciary & Investment Risk Management Specialist (CFIRS) designation from the Cannon Financial Institute.

Abigail O’Connor, JD

Abigail O’Connor serves as Chief Legal Officer for Peak Trust Company. Since joining the firm in 2024, Abigail has brought deep experience in estate planning, trust law, and complex trust structures. In her current role, she is responsible for leading the company’s legal strategy, advising executive leadership and the Board of Directors on legal, regulatory, and risk-related matters, and ensuring the organization operates with the highest standards of compliance and governance.

As Chief Legal Officer, Abigail oversees all legal functions across the company, including risk management, contract review, and litigation oversight. She works closely with senior leadership to support strategic initiatives, including corporate transactions and long-term business planning, while ensuring alignment with applicable laws and fiduciary obligations. She also partners with compliance and operational teams to reinforce a culture of integrity and sound decision-making throughout the organization.

Prior to joining Peak Trust Company, Abigail practiced law in Alaska, and previously Florida, where she represented trustees and personal representatives in trust administration and estate probate matters. She has more than 17 years of experience in estate planning and trust and administration.

Abigail is a Fellow of the American College of Trust and Estate Counsel and currently serves as Alaska State Chair. She has also held leadership roles with organizations including the Anchorage Estate Planning Council and is a member of Alaska Trust & Estate Professionals. Her professional recognitions include a Martindale-Hubbell AV rating and a Band 1 ranking by Chambers Private Wealth Law in Alaska.

A frequent writer and speaker, Abigail contributes to industry publications and presents on a variety of estate planning topics. 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. She is licensed to practice law in Alaska and Florida.

Lisa Russell, CFA

Lisa Russell has been with Peak Trust Company since 2003 and currently serves as Chief Investment Officer. Lisa specializes in designing unique investment programs for high-net-worth clients and trust accounts. She is highly attuned to the tax consequences of investment actions. Lisa has over 25 years of investment experience. Prior to joining Peak Trust Company, Lisa held investment positions at other firms, most recently at US Bank, where she worked with high-net-worth individuals as a Senior Portfolio Manager.

Lisa holds a Master of Business Administration degree in Finance from Emory University and a Bachelor of Science in Business Administration from the University of Southern California. Lisa holds the designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the CFA Society of Seattle.

Michelle Stahle

Michelle Stahle has been with Peak Trust Company since 2018 and currently serves as Chief Operations Officer overseeing all back-office banking operations. In this leadership role, she manages fiduciary operations teams across multiple offices and is responsible for daily processing and procedures related to trust administration, account management, transaction processing, asset custody, compliance, and more.

Michelle brings over 20 years of experience in the financial services industry focusing specifically on fiduciary and trust operations for the past 13 years. Prior to joining Peak, she worked in increasingly senior roles at a federal credit union leading the trust operations department. There, Michelle directed her teams in account opening, money movement, brokerage interactions, annual reviews, tax form preparation, records management, and reconciliations.

As Chief Operations Officer at Peak Trust Company, Michelle leverages her expertise in fiduciary processing and client account management to lead company-wide initiatives impacting accuracy, efficiency, risk mitigation and client satisfaction. Michelle and her division are essential to ensuring seamless trust administration operations and providing excellent service levels to Peak Trust’s clients and partners.

Douglas Blattmachr

Douglas Blattmachr founded Peak Trust Company, formerly Alaska Trust Company, in 1997. Douglas served as the President and CEO from 1997 until 2018. Douglas continues to serve in an advisory capacity for the company as well as board management. He brings with him over 40 years of trust and investment management experience. Prior to starting Peak Trust Company, he was Senior Vice President and Chief Investment Officer for a $5 billion trust division at WestOne, President & CEO of Neuberger & Berman Trust Company, and headed up the D.A. Davidson Trust Company.

In 1996 Douglas along with his brother Jonathan Blattmachr took an active role in the passage of the Alaska Trust Act, which ultimately passed in 1997. This groundbreaking legislation set the model for modern trust legislation across all top trust jurisdictions in the nation today. From 1997 until 2018, Douglas maintained a major role in the passage of trust and estate-related legislation in Alaska, and was instrumental in the passage of numerous bills over that time period.

Douglas has taught investment management at the university level and has been a speaker at many seminars on investments, retirement plans, and estate planning. He has also written or co-authored numerous articles on estate planning and investment topics.

Douglas holds a Master of Business Administration in Banking and Finance from Adelphi University, a Bachelor of Science degree from Clemson University, and is a graduate of Pacific Coast Banking School.

Kelsey Baldridge

Kelsey Baldridge serves as Head of Human Resources at Peak Trust Company, where she leads the firm’s talent strategy and human capital infrastructure across all offices. In this capacity, she oversees recruitment, onboarding, performance management, and workforce planning to ensure Peak attracts, develops, and retains high-caliber professionals aligned with the firm’s culture and long-term strategic vision. She has played a central role in modernizing Peak’s hiring processes and building scalable systems to support sustained organizational growth.

Kelsey designs and implements structured onboarding, mentorship, and professional development frameworks that promote engagement, accountability, and career progression. She leads firmwide continuing education initiatives and partners with leadership to strengthen management capability and succession planning. Through thoughtful policy design and operational discipline, she fosters a workplace culture grounded in professionalism, integrity, and operational excellence.

Since joining Peak in 2020, Kelsey has demonstrated steady leadership advancement within the organization. She began as a Fiduciary Assistant supporting a Senior Fiduciary Officer, gaining direct experience in trust administration and client service. In 2022, she transitioned into a dedicated people leadership role, expanding her responsibilities to include talent acquisition, organizational planning, employee engagement, and strategic workforce alignment. Her experience within both fiduciary operations and human resources enables her to bridge operational realities with long-term talent strategy.

Kelsey brings more than a decade of experience in administration and team leadership. She earned dual Bachelor of Science degrees in Biology and Psychology from the University of Alaska Fairbanks and holds the SHRM-CP designation from the Society for Human Resource Management. Her strategic mindset and commitment to developing high-performing teams play a key role in supporting Peak Trust Company’s continued success.

Patti Blattmachr

Patti Blattmachr is an indispensable pillar of the Peak Trust Company team, having served since the founding of the company in 1997. As Executive Officer, Patti conducts all independent annual trust reviews to evaluate account status, performance, risk levels, and achievement of client goals and objectives. 

In her decades of tenure, Patti has worked extensively across fiduciary operations, investments, relationship management, and trust administration. She leverages this remarkable institutional knowledge to inform annual reviews and provide key executive insights. Patti was the first ever employee of Peak Trust when the company established its inaugural Alaska office location over 25 years ago. Her commitment to the business and vision were instrumental in those early stages of growth.

Patti earned her Bachelor of Arts degree in Outdoor Recreation from Northwest Nazarene University. As Peak Trust’s longest-tenured employee, she has been essential in building the high-performing, client-centric team Peak Trust Company is known for today.