Erica Martirez

Erica Martirez has been with Peak Trust Company since 2022 as Operations Specialist. In her operations role, Erica is responsible for the daily back-office banking operations functions for the Nevada office including cash management and balancing, processing electronic transactions for incoming and outgoing distributions, processing trades, and posting transactions to client accounts.

Prior to joining Peak, Erica worked in banking and financial services operations roles in a local credit union for over 18 years. Erica brings a well-rounded background to her role from many different areas of banking operations including member services, loan operations, and debit card services. Erica graduated from California State University Dominguez Hills with her Bachelor of Science degree, majoring in Business Administration with a concentration in Information Management.

Our Team


Donn Lassila, CFIRS

Chief Compliance Officer


Lisa Russell, CFA

Chief Investment Officer


Michelle Stahle

Chief Operations Officer


James Meier, CPA, CMA

Chief Financial Officer


Stephen C. Miller, JD

General Counsel, Director


Chelcie Ashwood, CSOP, CTOP

Senior Operations Specialist


Kelsey Baldridge

People Development Coordinator


Patti Blattmachr

Executive Officer


Josephine Cangemi

Fiduciary Assistant


Kristine Casteel

Associate Fiduciary Officer


Daria Davis

Fiduciary Tax Coordinator


Danaya Dews

Fiduciary Assistant


Heather Dolan

Fiduciary Assistant


Jeannie Fanning

Fiduciary Team Manager


Gretchen Grau, CSOP, CTOP

Senior Operations Specialist


Jenelle Green

Fiduciary Tax Coordinator


Daniel Grondahl, CIPM

Investment Relationship Officer


Amber Gunn-Holt, CTFA

Senior Fiduciary Officer


Mariam Hall, CFMP

Marketing & Communications Coordinator


Jillian Johnson

Fiduciary Officer


Kelsee Jordan

Operations Assistant


Nichole King, CTFA

Fiduciary Officer, Head of Nevada Office


Lars Laundrup, CISSP

Information Security Specialist


Geoffrey Longhurst, CFIRS

Compliance Specialist


Erica Martirez

Operations Specialist


Heather Puckett

Policy & Procedure Unification Specialist


Faydra Ross

Associate Fiduciary Officer


Jamie Rowley, CTFA

Director of Fiduciary Services


Tali Salima-Emerson

Front Desk Receptionist & Fiduciary Assistant


Andre Sears

Business Development Officer


Jade Statz

Executive Assistant to the CEO


Janet Tempel, JD

Senior Fiduciary Officer


Autumn Tremont

Fiduciary Assistant


Brenda Tudor 

Fiduciary Officer


Sabrina Volstad

Front Desk Receptionist & Fiduciary Assistant


Kate Wheeler

Accounts Payable & Receivable Specialist

^