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.
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 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.
Kristine Casteel has been with Peak Trust Company since 2016 and currently serves as an Associate Fiduciary Officer in Peak’s Nevada office. In her role, Kristine works closely with the Fiduciary Officers in Peak’s Nevada office, supporting all aspects of trust administration and new account intake for all kinds of Nevada trusts. Kristine is passionate about providing prompt and accurate responses to Peak’s clients and is responsible for serving as a helpful resource for a number of Peak’s key partners.
In addition to her trust administration role, Kristine is a contributing member of Peak’s Operations Technology Steering Committee, a subcommittee of the firm’s Trust Committee focused on the continuous improvement of Peak’s operational excellence through the adoption of technology.
Kristine began her career at Peak as a Fiduciary Assistant and has supported many of Peak’s senior officers during her time with Peak. Kristine brings a broad range of experience in financial services and non-profit organizations to her role at Peak. Kristine is currently pursuing her Certified Trust and Financial Advisor (CTFA) designation from the Cannon Financial Institute.
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.
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.
Jeannie Fanning serves as Peak Trust Company’s Fiduciary Team Manager, overseeing all fiduciary administration operations company-wide. She assumed this vital leadership role in 2023. Jeannie manages a large team responsible for all daily trust administration functions and processes across the organization.
In her role, Jeannie focuses on continuous improvement by assessing current processes and systems and implementing increased automation, task consolidation, compliance controls and staff training. Her oversight maintains strict adherence to security protocols while also driving efficient account administration. As Fiduciary Team Manager, Jeannie leverages her experience to lead cross-functional teams, ensure seamless coordination between fiduciary officers and operation staff, implement technology solutions to streamline operations, and develop best practices for account and client management.
Jeannie brings over 15 years of experience managing workflows, performance evaluation and process optimization from previous healthcare administration roles. Her background also includes expertise in organizational change management during periods of rapid scaling or integration of new technology.
Jeannie holds a Bachelor of Arts degree in Counseling Psychology from Alaska Pacific University. Her team leadership and process improvement skills have quickly aligned fiduciary administration capabilities with Peak Trust Company’s rapid growth.
Jenelle Green joined Peak Trust Company in 2023 as Fiduciary Tax Coordinator in the Nevada office. In this role, Jenelle coordinates the processing of tax returns and filings for all administered Nevada trusts.
With over 12 years of tax experience, Jenelle leverages technical tax expertise and an eye for detail to ensure timely submission of accurate fiduciary tax documents. Her responsibilities include interfacing with CPAs on notices and audits, coordinating completion of client 1041s, processing distributions, and managing tax withholding across trust investments.
Prior to joining Peak, Jenelle worked in several tax and financial services roles. Most recently, Jenelle held worked for the Internal Revenue Service for over 12 years, the last four of which she served as a Revenue Officer. 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.
Daniel Grondahl has been with Peak Trust Company since 2020 and currently serves as Investment Relationships Officer. In this role, Daniel supports Peak’s Chief Investment Officer with all aspects of the unique investment programs that Peak offers for high-net-worth clients and trust accounts. Daniel is the co-chair of Peak’s Operations Technology Steering Committee, a subcommittee of the firm’s trust committee focused on the continuous improvement of Peak’s operational excellence through the adoption of technology.
Daniel brings over a decade experience in the financial services industry, with a focus in investor relations and investment performance analytics. Prior to joining Peak, Daniel worked at an Alaska-based asset management firm in several investment performance analytics roles, but most recently as Manager of Performance Analytics.
Daniel earned his Bachelor of Business Administration degree in Finance from University of Alaska Fairbanks, and his Certificate in Investment Performance Measurement (CIPM) designation from the CFA Institute.
