- Who We Serve
- Trust Services
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 both Alaska and Nevada. 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.
President & CEO
Chief Fiduciary Officer & Chief Operating Officer
Founder & Chairman of the Board
Chief Investment Officer
Director of Estate Planning
Sr. Trust Officer
Trust Officer, Head of Nevada Office
Chief Compliance Officer
Alaska Operations Manager
Nevada Operations Manager
Investment Relationship Officer
Senior Trust Assistant
Trust Assistant & Nevada Accounts Payable and Receivable
Executive Assistant to the CEO
Alaska Front Desk Receptionist
Nevada Front Desk Receptionist