Lisa Russell, CFA

Lisa Russell, CFA

Lisa Russell has been with Peak Trust Company since 2003 and currently serves as Chief Investment Officer. Lisa specializes in designing unique investment programs for high-net-worth clients and trust accounts. She is highly attuned to the tax consequences of investment actions.

Lisa has over 25 years of investment experience. Prior to joining Peak Trust Company, Lisa held investment positions at other firms, most recently at US Bank, where she worked with high-net-worth individuals as a Senior Portfolio Manager.

Lisa holds a Masters of Business Administration in Finance from Emory University and a Bachelor of Science in Business Administration from the University of Southern California. Lisa holds the designation of Chartered Financial Analyst (CFA), and is a member of the CFA Institute and the CFA Society of Seattle.

Our Team


Brandon Cintula, CTFA, CFIRS

Chief Fiduciary Officer & Chief Operating Officer

Douglas Blattmachr
Douglas Blattmachr

Founder & Chairman of the Board

Lisa Russell, CFA
Lisa Russell, CFA

Chief Investment Officer


Patti Blattmachr

Executive Officer

Jonathan G. Blattmachr, JD, LLM
Jonathan G. Blattmachr, JD, LLM

Director of Estate Planning

Janet Tempel, JD
Janet Tempel, JD

Sr. Trust Officer


Nichole King, CTFA

Trust Officer, Head of Nevada Office


Jamie Rowley, CTFA

Trust Officer

Amber Gunn, CTFA
Amber Gunn, CTFA

Trust Officer

Brenda
Brenda Tudor 

Trust Officer

Jillian Dennis
Jillian Johnson

Associate Trust Officer


Melania Lagana

Associate Trust Officer


Robert Huntington, CFP®

Associate Trust Officer


Andre Sears

Business Development Officer

Donn Lassila, CFIRS
Donn Lassila, CFIRS

Chief Compliance Officer


Michelle Stahle

Operations Officer

Gretchen Grau, CSOP, CTOP
Gretchen Grau, CSOP, CTOP

Alaska Operations Manager

Chelcie Ashwood, CSOP, CTOP
Chelcie Ashwood, CSOP, CTOP

Nevada Operations Manager

Daniel
Daniel Grondahl, CIPM

Investment Relationship Officer


Daria Davis

Tax Officer


Kelsey Baldridge

People Development Coordinator

Mariam Hall
Mariam Hall

Marketing Coordinator

Kristine Casteel
Kristine Casteel

Senior Trust Assistant


Heather Dolan

Trust Assistant


Johnathon Brandt

Trust Assistant


Bobbi Odom

Accounts Payable & Receivable Specialist


Emily Helzer

Operations Assistant

Sabrina Volstad
Sabrina Volstad

Alaska Front Desk Receptionist

Josephine Cangemi
Josephine Cangemi

Trust Assistant, Nevada Front Desk Receptionist


Danaya Dews

Trust Assistant, Delaware Front Desk Receptionist


Heather Puckett

Executive Assistant

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