Role & Background:
As Founder and President of Granite Peak, Brian leads the firm’s strategic vision, coaches the team, and works closely with clients at a strategic level. A 20-year CPA career shaped his expertise in tax, transactions, investments, and relationship management—and ultimately inspired him to create a bespoke, independent trustee solution built on trust and stewardship.

Why Granite Peak:
Brian is passionate about helping clients navigate the intersection of financial, human, and social capital. He’s driven by a deep sense of accountability, transparency, discipline, and purpose—always focused on empowering others and owning outcomes.

Outside the Office:
Brian’s idea of balance involves a fly rod almost as much as a golf club—as he likes to say, “my golf handicap is fly fishing.”  He’s on a mission to travel to at least 100 countries and is also deeply committed to serving those living in poverty and making a difference in the daily lives of those living in the shadows of his community.

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Role & Background:
Sarah brings a well-rounded background in administrative support, bookkeeping, and accounting to her role as Client Services Associate at Granite Peak. With experience across a variety of industries, she’s known for her attention to detail and her passion for supporting clients with precision and care.

Why Granite Peak:
Sarah was drawn to Granite Peak’s values and collaborative culture. She finds fulfillment in making a positive impact—no matter how big or small—and appreciates being part of a team where every voice is heard and every contribution matters.

Outside the Office:
Sarah is a trained graphic designer and seasoned artist who specializes in highly detailed, realistic drawings using graphite and charcoal. Art has long been a grounding and meaningful creative outlet for her. Equally passionate about service, Sarah has spent the past decade volunteering with a local women’s shelter and food bank. She believes in the quiet power of showing up—consistently and compassionately—for those facing life’s toughest moments.

Role & Background:
As a Client Services Associate at Granite Peak, Lisa supports both clients and internal teams through bookkeeping and accounting services. With a background in administration, she discovered a passion for financial operations and has since focused her career on helping others stay organized and informed.

Why Granite Peak:
Lisa was drawn to Granite Peak’s culture of service and support—both for clients and among the team. She’s motivated by continuous learning and by finding better ways to serve families with care and clarity.

Outside the Office:
A trivia night MVP, Lisa has a knack for remembering obscure facts and pop culture details, you definitely want her on your team! She also volunteers as an English language tutor and finds deep meaning in building connections with learners from diverse backgrounds who continue to teach and inspire her in return.

Role & Background:
As a Client Services Supervisor at Granite Peak, Alyssa works collaboratively to provide accurate financial reporting, bookkeeping, and responsive client support. A licensed CPA with over five years of public accounting audit experience, she is dedicated to serving clients with integrity, professionalism, and a commitment to quality.

Why Granite Peak:
Alyssa enjoys the close-knit team and the opportunity to serve clients in a way that feels truly meaningful. She is motivated by doing work that is valued by the people receiving it.

Outside the Office:
Alyssa finds happiness outdoors as an avid horseback rider, hunter, hiker, and gardener. She serves as treasurer of her local Backcountry Horsemen chapter, helping maintain area trails, offer public educational clinics, and make donations to local charities, and she also volunteers with local 4-H groups by conducting interviews and judging member projects.

Role & Background:
Sabrina brings over a decade of experience supporting small business owners and families through accounting and financial reporting, with a focus in the family office industry since 2017. As a Client Services Supervisor at Granite Peak, she partners closely with clients and teammates to build lasting relationships, working with multi-generational family wealth, managing day-to-day operations, and ensuring high-quality service across accounts payable, payroll, and financial reports.

Why Granite Peak:
Sabrina was drawn to Granite Peak’s culture of care—where mentoring, collaboration, and client relationships take center stage. She’s energized by opportunities to learn, grow, and mentor - she’s inspired by the kindness, wisdom, and authenticity of those around her.

Outside the Office:
A fan of Pilates, golf, tennis, and ziplining, Sabrina also enjoys exploring new restaurants with friends and family. She’s deeply committed to giving back—whether through a neighborly cup of coffee or a simple smile to someone who just needs to feel seen. With a heart for those who feel lost, she believes small gestures of kindness can make a lasting impact.

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Role & Background:
As a Client Service Associate at Granite Peak, Nicole helps keep clients’ financial worlds running smoothly by putting the firm’s core values of integrity, relationships, and expertise into practice every day. Before joining Granite Peak, she managed diverse client accounts across a mix of industries, handling ledgers, accounts payable and receivable, and monthly closes, and she has become the go-to person for using modern accounting platforms to automate workflows and minimize data errors.

Why Granite Peak:
Nicole values Granite Peak’s tech-forward mindset and its emphasis on real human connection. She enjoys collaborating with smart, driven people who care about doing great work, and she is motivated by solving complex puzzles and turning disorganized transactions into clear systems that give clients relief and clarity.

Outside the Office:
Away from the spreadsheets, Nicole is an avid off-roader who loves rugged mountain passes and remote backcountry trails. Animal welfare is also important to her, and she supports the Humane Society and local rescue organizations by volunteering at the shelter, helping with events, and advocating for adoption.

Role & Background:
As a Client Services Manager at Granite Peak, Sarah leads the firm’s family office operations, client relationships, and financial reporting. She brings over a decade of experience in accounting, financial leadership, and business operations, along with a B.S. in Physics, an MBA, and a Ph.D. in Biomedical Engineering. Her career has spanned scientific research, corporate controllership, and fractional CFO leadership, and she believes financial information should tell a story that brings clarity to decisions and helps families see the bigger picture.

Why Granite Peak:
Sarah was drawn to Granite Peak by the chance to help build something meaningful alongside people who care about their work and the families they serve. She is motivated by the responsibility of being a trusted steward, helping families navigate complexity and make confident decisions that protect what they’ve built while creating possibilities for what’s next.

Outside the Office:
Sarah has an insatiable curiosity about the world and loves immersing herself in different cultures, from attending a lecture with Fidel Castro in Cuba to learning geisha customs in Japan and playing soccer with children in Brazil. She is passionate about improving access to resources and support for children with special needs and mental health challenges, and about connecting parents with community resources.

Role & Background:
Leigh supports the Granite Peak team behind the scenes as a Client Services Associate, handling a variety of operational and administrative tasks to keep things running smoothly. With a background in financial planning and elementary education, she brings a unique blend of precision, flexibility, and service-mindedness to everything she does.

Why Granite Peak:
For Leigh, the best part of working at Granite Peak is the team. While she enjoys assisting clients and contributing to the work, it’s the people around her who inspire her to show up, give her best, and find joy in each day.

Outside the Office:
A former Jazzerciser with a heart for community, Leigh values being present and paying attention. She finds meaning in thoughtful, everyday actions—like noticing when a neighbor could use a meal or offering encouragement to someone who might be feeling unseen. Showing up quietly and consistently for others is where she feels most purposeful.