Kate Wheeler

Kate Wheeler joined Peak Trust Company in 2023 as Accounts Payable & Receivables Specialist, bringing over 15 years of accounting administration experience to the role. Based in the Alaska office, Kate supports essential functions related to corporate finances and client services. Her daily activities include administering billing and receivables collection, processing monthly client invoices, coordinating payment transactions, reconciling statements, and overseeing vendor payables.

Kate leverages meticulous attention to detail, rigorous processes, and strong communication abilities honed over her career. She previously led the accounts payable and receivables team for a large Alaska auto group with multiple locations. Kate is studying Business Management at DeVry University and is on track to graduate in 2024. By maintaining smooth financial operations and timely transaction processing, she enables excellent fiduciary service as Peak Trust Company scales.

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

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