Jamie Rowley serves as Director of Fiduciary Services at Peak Trust Company, responsible for administration of high-value trust accounts and advising on sophisticated estate planning strategies. Leveraging expertise gained across investments, operations, and trust management since joining Peak in 2013, Jamie helps guide clients in establishing and administering trusts sitused in Alaska and Nevada.
In her role, Jamie reviews incoming trust agreements and account documentation, ensures adherence to client specifications, and works closely with Fiduciary Officers on discretionary decisions impacting account acceptance, distribution approvals, and trust modifications. Jamie has extensive experience administering trusts holding various asset classes – from private foundations, to private placement life insurance, Spousal Lifetime Access Trusts, Domestic Asset Protection Trusts, Charitable Trusts, and more.
An active participant in the Anchorage Estate Planning Council, Jamie shares her knowledge through co-authored articles on many trust and estate planning topics. Jamie’s journey at Peak highlights her dedication to continued learning and growth. Jamie joined the team at Peak as an Operations Assistant, gaining practical knowledge across trust accounting, asset processing, and records maintenance while providing key support for trust administration functions. While in a support role, Jamie earned her Certified Trust and Financial Advisor (CTFA) designation, completed extensive formal training, and learned under Peak’s most experienced trust specialists. Her mastery over critical fiduciary concepts fueled growth into her current position.
Jamie earned her Bachelor of Arts in Business Administration from Alaska Pacific University, as well as the Certified Trust and Financial Advisor (CTFA) designation through Cannon Financial Institute. Her broad trust administration expertise and commitment to exceptional client service fuel Peak Trust Company’s continued growth.
