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Brandon Cintula has been with Peak Trust Company since 1998 and presently serves as Chief Fiduciary Officer and Chief Operating Officer. Brandon is primarily responsible for Peak’s trustee function, overseeing all trust administration and trust document review and managing the trust administration team.
Brandon helps clients establish and administer trusts sitused in Alaska, Nevada, and Delaware. He works with complex estate planning techniques that encompass many types of trusts and a wide range of asset types. Brandon’s depth of expertise in sophisticated trust planning includes establishing and administering Incomplete Non-Grantor Trusts, Completed Gift Non-Grantor Trusts, Grantor Trusts, Foreign Trusts, Spousal Lifetime Access Trusts, Domestic Asset Protection Trusts, and much more.
Having worked with advanced trust planning techniques for over two decades, Brandon is recognized as one of the most knowledgeable trust professionals in the industry. Brandon has presented numerous times discussing the advantages of Alaska’s unique statutes along with other complex estate planning matters. He is highly regarded by sophisticated estate planning attorneys along with the affluent clients that he serves.
Brandon holds a Bachelor of Science degree in Finance from Northern Arizona University. Brandon has earned his Certified Trust and Financial Advisor (CTFA) designation as well as the Certified Fiduciary Investment Risk Management Specialist (CFIRS) designation from the Cannon Financial Institute with honors.
Nichole King has been with Peak Trust Company since 2019 and currently serves as Trust Officer and head of the Nevada office. Nichole is primarily responsible for overseeing trust administration, trust document review, and managing the trust administration team in 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.
Jamie Rowley has been with Peak Trust Company since 2013. Prior to assuming the role of Trust Officer, Jamie served in various roles with the company across every department, including investments, operations and trust administration. Jamie brings over 10 years of experience in the financial services industry.
Jamie helps clients establish and administer trusts sitused in Alaska, Nevada, and Delaware. Jamie works with sophisticated estate planning techniques that encompass many types of trusts and a wide range of asset types. Her expertise includes administration of private foundations, trusts and LLCs holding private placement life insurance, Spousal Lifetime Access Trusts, Domestic Asset Protection Trusts, Charitable Trusts, and much more.
Jamie earned her Bachelor of Arts degree in Business Administration from Alaska Pacific University, and her Certified Trust and Financial Advisor (CTFA) designation from the Cannon Financial Institute.
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 Masters of Business Administration 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.
Jonathan G. Blattmachr is Director of Estate Planning for Peak Trust Company. He is a retired member of Milbank, LLC (formerly Milbank, Tweed, Hadley & McCloy LLP) and of the Alaska, California and New York bars.
Jonathan is recognized as one of the most creative trusts and estates lawyers in the country. He has been involved with many of the most important developments in estate planning and administration in recent times. He developed and wrote the first legislation in many areas of trust and estates in numerous states including Alaska, Delaware, and New York.
Jonathan was the principal drafter of the 1997 Alaska Trust Act that revolutionized modern trust planning, and was the first legislation that allowed for advanced planning techniques such as self-settled trusts. He developed and wrote the Alaska Community Property Act, which was the first form of “opt-in” community property in the country, including the concept of a Community Property Trust, which allows non-Alaskan married couples to create community property through an Alaska trust instrument.
Among his numerous contributions to the advancement of sophisticated trust and estate planning, Jonathan helped draft a number of provisions in the Internal Revenue Code including Section 2055(e)(3) which permits the reformation of Charitable Remainder Trusts and Charitable Lead Trusts to be in qualifying form.
Jonathan has written or co-authored nine books and more than 500 articles on estate planning and tax topics. He is a frequent contributor for many trust industry publications including Leimberg Information Services Inc. (LISI) and Trusts & Estates Magazine.
Jonathan graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone Scholar. Jonathan served two years of active duty in the US Army, rising to the rank of Captain and was awarded the Army Commendation Medal.
Amber Gunn has been with Peak Trust Company since 2014. Prior to joining Peak, Amber worked in trust administration since 2013 with Alaska USA Trust Company. Amber has worked in several positions at Peak, starting as a Trust Assistant, but now serves as a Trust Officer responsible for the administration of trust and IRA accounts.
Amber administers trusts sitused in Alaska, Nevada, and Delaware. Her expertise includes helping clients establish and administer life insurance trusts, trusteed IRAs, and self-directed IRAs holding alternative assets.
Amber is an active member of the Anchorage Estate Planning Council. She has co-authored a number of articles related to IRA and charitable trust planning in Alaska.
Amber earned her Bachelor of Arts degree in English Education from University of Alaska Anchorage, and her Certified Trust and Financial Advisor (CTFA) designation from the Cannon Financial Institute.
Janet Tempel has been with Peak Trust Company since 2014 as a Senior Trust 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 grantor and non-grantor trusts.
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 degree 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.
Matthew Blattmachr has been with Peak Trust Company 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 30 team members. Matthew’s expertise includes administration of private foundations, trusts holding private placement life insurance, Grantor Trusts, Incomplete Non-Grantor Trusts, and Completed Gift Non-Grantor 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 CFP® designation from the College of Financial Planning and Certified Fiduciary & Investment Risk Management Specialist (CFIRS) designation from the Cannon Financial Institute.
Brenda Tudor joined Peak Trust Company in 2020, as a Trust Officer following over 30 years in the financial services industry in Alaska. Brenda’s extensive experience includes more than 17 years of trust and estate management experience. Brenda has played an integral part in constructing and communicating tailored estate planning strategies for clients throughout her career. She takes great pride in developing multi-generational relationships with her clients. Brenda’s depth of experience includes administration of Descendants Trusts, Perpetual Family Trusts, Special Needs Trusts, and Domestic Asset Protection Trusts. She has also served as personal representative for many estates over her career.
Brenda is actively involved in Alaska’s estate planning community. She currently serves on the board of the Anchorage Estate Planning Council and Vice-Chair of the Anchorage Senior Activity Center Endowment Trust Board of Trustees. She is a past member of the Alaska Government Finance Officer Association.
