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:
As Managing Director of Granite Peak, Tyler brings over 25 years of experience in estate planning, trust administration, and tax law. His expertise spans complex wealth transfer strategies, multi-entity tax issues, international tax, and financial planning. With advanced degrees in law and tax, Tyler partners with families to develop tailored strategies that protect assets, simplify decision-making, and support long-term goals.

Why Granite Peak:
Tyler was drawn to Granite Peak’s collaborative, client-first approach and values the opportunity to work alongside a team that combines technical excellence with deep personal care. He finds purpose in helping clients connect their wealth, legacy, and values through thoughtful planning.

Outside the Office:
A trained chef with a Culinary Arts degree, Tyler enjoys cooking for family and friends, traveling, and attending live concerts. He’s also passionate about giving back—especially in support of national parks, education, animal welfare, and the arts.

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Role & Background:
As Client Services Manager at Granite Peak, Theresa oversees team operations, client communications, and financial reporting. With over 20 years in the family office space, she’s known for her ability to understand and navigate complex client structures and needs with care and precision.

Why Granite Peak:
Theresa values the close relationships formed with both clients and colleagues. She’s passionate about helping families make confident decisions that shape their future, and she finds deep purpose in making a positive difference in others’ lives.

Outside the Office:
Theresa once set a collegiate record throwing the hammer and now enjoys dancing and playing basketball with her sons. She’s committed to uplifting others through volunteer work—supporting schools, single mothers, and anyone needing a reminder of their worth.

Role & Background:
As Client Services Supervisor at Granite Peak, Alex manages client relationships and leads internal teams through day-to-day financial operations—including reconciliation, cash management, and reporting. With over a decade of bookkeeping and accounting experience, and a strong focus on the family office space for the past seven years, Alex is known for her organizational strength, client focus, and commitment to developing others.

Why Granite Peak:
Alex appreciates the trust and connection that defines both client and team relationships at Granite Peak. She’s driven by a desire to grow continuously and produce work that reflects care, excellence, and pride—from start to finish.

Outside the Office:
Alex is an avid reader and an abstract painter, with much of the art in her home being her own. She’s also a passionate advocate for women’s rights and LGBTQ+ equity, always looking for ways to foster inclusion and belonging in her community.

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 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:
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.

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.