Peak Trust Company

In episode 51 of #TrustTalks, Business Development Officer Andre Sears shares his perspective on the values that define Peak Trust Company. For Andre, it’s our unwavering client focus and our commitment to innovative thinking that set us apart—and should remain at the core of who we are. With over two decades of experience in banking, investment advisory, and trust services, Andre also reflects on his professional journey and why Peak’s unique approach continues to inspire him. 🎙️ Tune in to hear what keeps Peak grounded—and what drives us forward. #TrustTalks #EstatePlanning #PeakTrustCompany

We’re proud to share that our Chief Fiduciary Officer Abigail O'Connor, will be joining the Nevada Trust Company Panel at the 2025 Nevada Tax & Trust Conference, taking place April 22–24 at Caesars Palace in Las Vegas. With over 15 years of experience in strategic estate planning, trust structuring, and complex administration, Abigail brings deep insight into the fiduciary landscape. At this year’s conference, she’ll join fellow experts to discuss the latest developments and forward-thinking strategies shaping the future of the trust industry. Hear firsthand from a leading voice in the industry as she shares practical knowledge and perspectives on today’s most pressing estate planning challenges. 🔗 Register now: https://lnkd.in/g_2YQvvQ #NevadaTrustConference #EstatePlanning #Trusts #PeakTrustCompany

Securing the future of a loved one with disabilities requires thoughtful planning. A Special Needs Trust (SNT) can be a powerful solution—preserving eligibility for crucial government benefits like Medicaid and SSI while providing lasting financial support. In this article, Mariam Hall, CFMP and Amber Gunn outline the core elements of SNT planning—from drafting a meaningful letter of intent to selecting the right trustee. If you're looking to navigate the complexities of disability planning with clarity and care, this resource is a must-read. 📖 Read the full article: https://lnkd.in/g6_KXdE4 #DisabilityPlanning #SpecialNeedsTrust #TrustPlanning #EstatePlanning #PeakTrustCompany

Join our team as an Executive Assistant to the CEO! Peak Trust Company is seeking a highly organized and experienced Executive Assistant to support our President & CEO. Based in our Anchorage office, this part-time, in-office role is ideal for someone who thrives in a fast-paced environment, excels at managing complex schedules, and handles sensitive information with professionalism and discretion. In this role, you'll be responsible for managing calendars, coordinating travel and meetings, overseeing administrative tasks, and optimizing the CEO’s efficiency through proactive problem-solving and strategic support. We're looking for a candidate with 3–4 years of executive support experience, excellent communication and organizational skills, and the ability to anticipate needs and adapt quickly. At Peak Trust Company, we’re committed to building a collaborative culture rooted in integrity and service. We offer professional development, a supportive team environment, and a focus on work-life balance. If you're ready to bring your expertise to a role where your contributions make a real impact, we’d love to hear from you. 🔗 Apply Now: https://lnkd.in/gKGQjNah #Hiring #ExecutiveAssistant #AnchorageJobs #LeadershipSupport #CareerOpportunities #PeakTrustCompany

We’re proud to support the work of the Alaska Trust & Estate Professionals (ATEP) and their ongoing efforts to keep Alaska at the forefront of trust and estate law. Grateful to our team members for representing these priorities in Juneau and continuing to advocate for a strong, modern fiduciary framework that benefits clients, families, and advisors throughout the state.

We’re excited to connect in Las Vegas at the Nevada Tax and Trust Conference and be part of the conversations shaping the future of trust and estate planning. If you’re attending, be sure to stop by and say hello to our team: 🔹Matthew Blattmachr, President & CEO – A leader in the industry, Matt has been instrumental in modernizing trust law and guiding Peak’s growth through innovation in fiduciary services and trust administration. 🔹Nichole King, CTFA, Fiduciary Officer – As a member of the Nevada Fiduciary Association and part of the planning committee for this year’s conference, Nichole plays a key role in making this event a success. She also supports the administration of trusts in Nevada, offering thoughtful guidance and helping clients navigate sophisticated estate planning structures. 🔹Abigail O'Connor, Chief Fiduciary Officer – With over 15 years of experience, Abigail leads our fiduciary team and provides strategic guidance on complex estate planning, trust structuring, and administration. 🔹Andre Sears, Business Development Officer – Andre brings decades of experience in business development, marketing, and fiduciary services, supporting Peak’s partners and clients across all 50 states. 🔹Faydra Ross, Associate Trust Officer – Faydra plays a key role in the daily administration of trusts, with a background in legal support and a focus on client service and fiduciary compliance. 🔹 Mariam Hall, CFMP, Mariam helps ensure our clients and partners feel informed, supported, and connected. She contributes to the Nevada Fiduciary Association through her work on conference planning and communications, and plays a key role in sharing Peak’s mission and values with the professionals and communities we serve.. 🔹James Meier, Chief Financial Officer - James oversees Peak Trust Company's financial operations, bringing extensive experience in financial management and strategic planning. 🔹Jenelle Green, Fiduciary Tax Coordinator - Jenelle coordinates the processing of tax returns and filings for all administered Nevada trusts, leveraging over 12 years of tax experience to ensure accuracy and compliance. 🔹Agata Mackowiak, Trust Tax Manager - Agata oversees trust tax administration at Peak, including the preparation, review, and filing of fiduciary income tax returns. With over a decade of experience in fiduciary tax and trust administration, she works closely with our team and clients to ensure accuracy, minimize risk, and provide peace of mind in navigating complex tax matters. 📍We look forward to seeing you at at Caesars Palace April 22–24—come find us at our table or reach out to schedule a time to connect! #NevadaTrustConference #Trusts #EstatePlanning #PeakTrustCompany

We’re excited to connect in Las Vegas at the Nevada Tax and Trust Conference and be part of the conversations shaping the future of trust and estate planning. If you’re attending, be sure to stop by and say hello to our team: 🔹Matthew Blattmachr, President & CEO – A leader in the industry, Matt has been instrumental in modernizing trust law and guiding Peak’s growth through innovation in fiduciary services and trust administration. 🔹Nichole King, CTFA, Fiduciary Officer – As a member of the Nevada Fiduciary Association and part of the planning committee for this year’s conference, Nichole plays a key role in making this event a success. She also supports the administration of trusts in Nevada, offering thoughtful guidance and helping clients navigate sophisticated estate planning structures. 🔹Abigail O'Connor, Chief Fiduciary Officer – With over 15 years of experience, Abigail leads our fiduciary team and provides strategic guidance on complex estate planning, trust structuring, and administration. 🔹Andre Sears, Business Development Officer – Andre brings decades of experience in business development, marketing, and fiduciary services, supporting Peak’s partners and clients across all 50 states. 🔹Faydra Ross, Associate Trust Officer – Faydra plays a key role in the daily administration of trusts, with a background in legal support and a focus on client service and fiduciary compliance. 🔹 Mariam Hall, CFMP, Mariam helps ensure our clients and partners feel informed, supported, and connected. She contributes to the Nevada Fiduciary Association through her work on conference planning and communications, and plays a key role in sharing Peak’s mission and values with the professionals and communities we serve.. 🔹James Meier, Chief Financial Officer - James oversees Peak Trust Company's financial operations, bringing extensive experience in financial management and strategic planning. 🔹Jenelle Green, Fiduciary Tax Coordinator - Jenelle coordinates the processing of tax returns and filings for all administered Nevada trusts, leveraging over 12 years of tax experience to ensure accuracy and compliance. 🔹Agata Mackowiak, Trust Tax Manager - Agata oversees trust tax administration at Peak, including the preparation, review, and filing of fiduciary income tax returns. With over a decade of experience in fiduciary tax and trust administration, she works closely with our team and clients to ensure accuracy, minimize risk, and provide peace of mind in navigating complex tax matters. 📍We look forward to seeing you at at Caesars Palace April 22–24—come find us at our table or reach out to schedule a time to connect! #NevadaTrustConference #Trusts #EstatePlanning #PeakTrustCompany

Interested in joining Peak Trust Company but waiting for the perfect fit? Stay ahead by joining our Candidate Network—be the first to know when new opportunities align with your skills. 🔗 Sign up today: https://bit.ly/3w8GMkW Let’s take the next step in your career together! #JoinOurTeam #CandidateNetwork #PeakTrustCompany

We’re proud to announce the inaugural cohort of Peak Trust Company professionals participating in the new Peak Trust Management Certificate Program, developed in partnership with the University of Delaware Professional & Continuing Studies. This first-of-its-kind program was created to meet the evolving needs of the trust industry by offering a real-world, working professional-friendly alternative to traditional, compressed training formats. Over the course of 10 weeks, participants gain and apply critical technical knowledge in real time—building lasting expertise in fiduciary principles, compliance, investment oversight, legal fundamentals, and client communication. At the heart of the program is Jennifer Zelvin McCloskey, an estate planning attorney, former JP Morgan trust officer, and architect of both the University of Delaware Trust Management Minor and the Peak Trust Management Certificate. Jennifer brings unmatched legal and fiduciary expertise—and a rare ability to make trusts and tax engaging, relevant, and even fun. Her passion for helping students succeed is central to the program’s success. At Peak Trust Company, we’re proud to be making a strategic investment in our people—not just for today, but for the future of the profession. Our inaugural participants represent a range of roles and experience levels, united by a shared commitment to excellence: ⭐ James Meier ⭐ Sandra Barta ⭐ Autumn Tremont ⭐ Amber Gunn ⭐ Faydra Ross But this program is about more than just developing our own team. It’s about building a pipeline of fiduciary talent for the industry at large. We believe that when one of us rises, we all rise—and we are committed to investing in the future and raising the bar for fiduciary professionals everywhere. 💻 Enrollment is still open—fiduciary professionals looking to level up their careers and learn from one of the most dynamic educators in the field are encouraged to apply. 🔗 Learn more and apply: https://lnkd.in/gGa26DEj #PeakTrust #TrustEducation #FiduciaryExcellence #ProfessionalDevelopment #TrustManagement #TrustLeadership

Wondering where to begin when establishing a trust? In episode 50 of #TrustTalks, Fiduciary Officers Amber Gunn and Jillian Johnson break down the essential first step in your estate planning journey. As they explain, the process should begin with a conversation with a qualified estate planning attorney—someone who can help clarify your goals, assess potential tax implications, and ensure your wishes are clearly documented for your trustee to carry out with confidence. At Peak Trust Company, we work closely with attorneys and advisors every day to help bring these plans to life. Whether you're establishing a single trust or a complex, multi-jurisdictional structure, our team is here to support your vision at every stage. Tune in to this episode to learn how to get started🎙️ #EstatePlanning #TrustAdministration #PeakTrustCompany