Kelsee Jordan | Operations Assistant Peak Trust Company

Kelsee Jordan

Operations Assistant

Kelsee Jordan has been with Peak Trust Company since 2022 as an Operations Assistant. Kelsee’s primary responsibility is supporting clients with online account access. In her current role, Kelsee is responsible for assisting with account opening processes, processing fiduciary bills, and quality assurance. Kelsee is passionate about providing prompt and accurate responses to Peak’s clients and partners.

Kelsee is a lifelong Alaskan and in her free time enjoys soaking up the Alaska sunshine and caring for her many plants. Kelsee earned her Bachelor of Arts degree in Sociology from the University of Alaska Anchorage.

Talk to a Team Member

Our Team

Matthew Blattmachr, CFP^®, CFIRS

President & CEO

Donn Lassila, CFIRS

Chief Compliance Officer

Lisa Russell, CFA

Chief Investment Officer

Michelle Stahle

Chief Operations Officer

James Meier, CPA, CMA

Chief Financial Officer

Douglas Blattmachr

Founder

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

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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