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.

Nanette Cool

Nanette Cool joined Peak Trust Company in 2024 as Accounting Manager. In this role, Nanette oversees all accounting functions, including financial reporting and budgeting. She leverages her extensive expertise in both public and private accounting to ensure accurate financial management and compliance in support of Peak’s operations.

Nanette brings over a decade of diverse accounting experience to her position, with a proven ability to develop and implement efficient accounting processes aligned with GAAP principles. Throughout her career, she has held progressive accounting roles, including Senior Accountant and Staff Accountant positions, where she successfully managed full-cycle accounting operations, conducted reconciliations, and prepared detailed financial statements for a variety of industries.

Nanette’s strong analytical skills are complemented by her proficiency in accounting software and advanced Excel functions. Her experience includes preparing audit schedules, managing inter-company billings, and supporting leadership with financial forecasting and cash flow management.

Nanette earned her Master of Science in Accounting from Grand Canyon University and her Bachelor of Science in Business Administration from the University of Phoenix. Her bilingual fluency in English and Spanish, combined with her dedication to accuracy and efficiency, make her a valuable addition to the Peak Trust Company team as it continues to grow and deliver exceptional client service.

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.

Danaya Dews

Danaya Dews serves as a Marketing Assistant at Peak Trust Company, where she contributes her expertise in content creation and digital marketing. In her role, she supports the marketing team by producing engaging multimedia content, managing social media platforms, and helping to highlight Peak’s team, services, and industry leadership.

Danaya first joined Peak Trust Company in 2022 as a Fiduciary Assistant and Front Desk Receptionist, where she gained valuable experience in client service and trust administration. Her background in communications and media production naturally led her to a marketing-focused role, where she now applies her creativity and strategic thinking to enhance Peak’s storytelling efforts.

Prior to joining Peak, Danaya worked as a Creative and Content Intern for a music awards show, where she produced and edited digital video content, authored articles, and supported interview and event production. She also served as a Social Media Manager and Production Assistant for college organizations, refining her skills in audience engagement and digital media strategy.

Danaya graduated cum laude with a Bachelor of Science in Television-Radio from Ithaca College. Outside of work, she enjoys baking and endurance running. As part of Peak’s marketing team, she brings a creative approach and a strong communications background to help shape the company’s brand and messaging.

Abbi Failing

Abbi Failing serves as Human Resources Coordinator at Peak Trust Company, supporting core HR functions across all offices. She joined Peak in 2025 and brings a diverse background in personnel coordination, organizational operations, and administrative support to the role.

In her position, Abbi assists with employee onboarding, supports internal communications, and helps maintain accurate and timely documentation of HR-related processes. Her focus on consistency, discretion, and team collaboration directly supports Peak’s goal of cultivating a high-performing and engaged workplace.

Abbi professional background includes over a decade of experience working in fast-paced and high-responsibility environments, where she developed a reputation for reliability, strong communication, and mission-driven execution. Her experience coordinating across departments, managing confidential materials, and navigating complex workflows allows her to thrive in her role supporting Peak’s growing team.

She holds Associate degrees in Aviation Operations and Allied Health Sciences from the Community College of the Air Force. Known for her professionalism and adaptability, Abbi is a valuable member of the HR team helping to drive operational excellence and employee support at Peak Trust Company.

Jeannie Fanning

Jeannie Fanning serves as Chief Operating Officer at Peak Trust Company, working closely with the Chief Executive Officer and Leadership Team to advance the firm’s strategic vision and operational excellence. In this role, she is responsible for overseeing day-to-day operations, ensuring that the firm’s strategic priorities are effectively executed across all departments.

As a key member of the executive leadership team, Jeannie plays an integral role in shaping and implementing firmwide strategy. She partners with leadership to develop long-term strategic initiatives, translate high-level objectives into actionable plans, and monitor progress against defined goals. Through strong organizational alignment and clear accountability, she helps ensure that priorities remain focused and execution remain consistent.

Jeannie provides leadership over cross-functional operations, driving collaboration and efficiency across the organization. She leads high-impact initiatives, develops performance metrics, and implements scalable systems to support growth. Her work includes structuring teams, integrating technology, strengthening quality, and advancing continuous improvement. Through clear communication and change management, she enhances operational effectiveness and the client and employee experience.

With more than 20 years of experience in people centered leadership, compliance, and organizational change management, Jeannie brings a disciplined and strategic approach to service operations. She has deep expertise in workflow optimization, regulatory compliance, risk management, and data-driven decision-making, as well as leading large-scale initiatives from development through execution. Her leadership emphasizes accountability, collaboration, and sustainable growth.

Holding a Bachelor of Arts degree in Counseling Psychology from Alaska Pacific University, Jeannie’s leadership and operational expertise play a critical role in supporting Peak Trust Company’s 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.

Daniel Grondahl, CIPM

Daniel Grondahl has been with Peak Trust Company since 2020 and serves as Senior Investment Operations Officer. In this role, Daniel supports the firm’s investment management function by overseeing investment systems, portfolio management processes, and performance monitoring across all investment accounts. Working directly with the Chief Investment Officer, he ensures the accuracy, integrity, and scalability of Peak’s investment reporting infrastructure, serving as the operational foundation of the Investment Management team.

Daniel is responsible for maintaining and validating investment platforms, producing detailed performance and benchmarking analyses, monitoring portfolio allocations, and strengthening internal controls related to investment data. He partners closely with Fiduciary Officers and Operations to ensure alignment between portfolio reporting and fiduciary administration. With a strong focus on systems optimization and technology integration, Daniel helps enhance automation, improve data accuracy, and support informed investment oversight at the firm level.

Prior to joining Peak, Daniel spent over a decade in the financial services industry, specializing in investment performance analytics and reporting. He previously worked at an Alaska based asset management firm, most recently serving as Manager of Performance Analytics, where he oversaw performance measurement frameworks and analytics processes. His background provides him with a disciplined, data driven approach to investment operations and portfolio analysis.

Daniel earned his Bachelor of Business Administration degree in Finance from the University of Alaska Fairbanks. He also holds the Certificate in Investment Performance Measurement designation from the CFA Institute.