Tali Salima-Emerson currently serves as an Operations Assistant at Peak Trust Company, where she provides vital support for fiduciary back-office functions. Since joining Peak Trust in 2023, Tali has demonstrated a strong commitment to operational excellence and has played a key role in ensuring smooth trust administration processes.
In her position, Tali leverages her diverse experience in administrative and client service support roles within professional services industries to streamline operations and enhance efficiency. She works closely with the fiduciary team to manage transaction documentation, maintain accurate records, and assist with various fiduciary operations tasks. Tali’s attention to detail, organizational skills, and ability to adapt to new challenges make her a valuable asset to the operations team.
Prior to her current role, Tali served as Front Desk Receptionist and Fiduciary Assistant in Peak Trust’s Nevada office, where she managed headquarters reception, greeted clients, directed visitors, and resolved inquiries. She also gained valuable experience in fiduciary process support, transaction tracking, and general trust administration during her time working in a trust administration support role at another Nevada trust company.
Tali’s background in trust operations, combined with her experience in coordinator roles across various professional services settings, has equipped her with the skills necessary to excel in her position as Operations Assistant. Her dedication to supporting Peak’s fiduciary team and commitment to delivering exceptional service contribute to the company’s ongoing success.
Andre Sears has been with Peak Trust Company since 2022 as Business Development Officer serving Peak’s clients and partners across all 50 states. Serving all of Peak’s offices, Andre is responsible for being a helpful resource for client inquiries and serving as the primary point of contact for Peak’s referral network partners.
Prior to joining the Peak team, Andre’s career included 20 years of diverse senior management, marketing, finance, and business development experience, with expertise in evaluating and developing new business opportunities and managing complex relationships in fiduciary services, IRAs and insurance. Andre previously served as Vice President of Business Development for, at the time, the largest trust company in the state of Nevada helping grow the company to nearly $5 billion in assets under administration. He previously held executive roles at a regional registered investment firm and Sun West Community Bank, respectively.
A native of Las Vegas, Andre’s strong commitment to give back to his community is demonstrated through his volunteer activities. Andre previously served on the Board of Trustees for the Southern Nevada Leukemia and Lymphoma Society (LLS) from 2008 – 2013. In 2008 and 2009, Andre served as Corporate Walk Chairperson for the Southern Nevada Light the Night Walk. Andre is an active volunteer with Helping Hands of Vegas Valley whose mission is to improve the quality of life for senior citizens and their families to maintain their dignity and independence. Andre is an active member of the Clark County Law Foundation.
Andre earned his Bachelor of Arts degree in Psychology from Boise State University. Andre has completed the Executive Education Program for Leadership Development modules for Accelerating the Careers of High Potential Leaders and Leading Global Business at Harvard Business School – Executive Education.
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
