Chief Administrative Officer
As Chief Administrative Officer, Kim is responsible for a cornerstone of SteelPeak Wealth. Kim’s duties include servicing client accounts, addressing client needs, hiring and overseeing support staff. She handles all lending opportunities, whether in-house or with trusted advisors, and maintains Steel Peak’s third-party reporting and trading system. Kim has over 17 years of experience in the financial industry, having worked at UBS and Morgan Stanley before joining SteelPeak Wealth. Kim holds Series 7 and 66 securities licenses and earned her Bachelor’s Degree in Finance.
Kim is a natural people person. She strongly believes that SteelPeak Wealth’s cultural values are what differentiate the company. Each day she ensures that those values are not only committed to paper but are actually coming to life on a daily basis.
From the mountains to the sea, Kim finds her balance by spending time in nature. In her free time, she enjoys camping along California’s beautiful lakes and hiking in the mountains.
T 818 835-8724
Business Development Officer
Matt Gale, the Business Development Officer at SteelPeak Wealth, possesses a deep-seated passion for helping individuals achieve their financial goals. With a diverse background in Financial Services, Matt has gained valuable expertise across various facets of Wealth Management. He embarked on his career as a Financial Advisor at Morgan Stanley, later progressing to become a Financial Consultant at Charles Schwab, and ultimately assuming the role of Business Development Manager at Brighton Jones before joining SteelPeak Wealth.
Holding a Bachelor’s Degree in Economics from the University of California, San Diego, Matt’s commitment to professional growth is exemplified by his attainment of the Certified Financial Planner CFP® designation. Eager to expand his knowledge further, he is currently pursuing an MBA through the University of California, Irvine. Notably, Matt takes pride in his accomplishments as an Eagle Scout, earned through his involvement with the Boy Scouts of America.
Outside of his professional pursuits, Matt finds fulfillment in travel, socializing, playing soccer, freediving, and cheering for the Los Angeles Lakers. He maintains an active lifestyle, frequently embarking on hikes with his loyal and spirited Husky/German Shepherd mix dog, Casper.
T 818 835-8781
Director of Operations
As Director of Operations, Tony assists with the day-to-day operations of the firm. With 10 years of experience in the financial industry, he has worked with multiple RIA’s as an Operations Manager prior to joining SteelPeak Wealth.
Born and raised in Southern California, Tony left the “Golden State” to attend Hawaii Pacific University, earning both his Bachelor of Science in Business Administration and Master of Business Administration degrees.
Tony enjoys spending time with his family & friends, playing golf, and rooting for his Los Angeles Dodgers.
T 818 835-8769
Director of Corporate Development
Chris brings extensive experience and expertise to the role. Having previously served as the Managing Director of UBS in Century City, Merrill Lynch in Seal Beach, and Wells Fargo in Beverly Hills from 2002 to 2018, Chris successfully supervised a team of over 100 wealth advisors, emphasizing the enhancement of advisor sales. Now at SteelPeak, Chris’s main priority will be collaborating closely with our advisors, concentrating on their individual objectives to drive sales growth and enhance their presentation skills.
T 818 835-8780
Director of Insurance Planning
Billy Yeh is the Director of Insurance Planning at SteelPeak Wealth. He is responsible for providing comprehensive solutions for each of our client’s unique insurance planning needs. He works closely with the partners, advisors, and clients to implement planning strategies that touch on risk management, tax liability, wealth transfer, and estate planning.
Billy has 20 years of experience in the finance industry, having worked at American Express Financial Advisors/Ameriprise for 6 years and at JSF Financial for 14 years before joining SteelPeak. He holds series 7 and 66 securities licenses and received his bachelor’s degree in Finance and Management from Loyola Marymount University. He has also completed the UCLA Personal Financial Planning program to provide him with a comprehensive approach to financial planning.
Outside of work, he enjoys spending time with his wife and daughter. He also enjoys traveling, watching and playing tennis, and going on fishing trips.
T 818 835-8773
Elvia, the Operations Manager at SteelPeak, plays a crucial role in overseeing the day-to-day operations of the firm. Drawing from her extensive background in the wealth management industry, which spans over 11 years, she has garnered invaluable experience working with ultra-high net worth clients in various client services, operations, and management capacities.
Before joining SteelPeak, Elvia served as a Vice President at Bel Air Investment Advisors, where she successfully managed the client advisory support team. Prior to her tenure at Bel Air, she held communications and media relations positions at the New York Stock Exchange. Elvia initiated her career in the Legal Department at the Federal Reserve Bank of New York, establishing a solid foundation for her professional journey.
Elvia earned her A.B. in Politics and a certificate in Latin American Studies from Princeton University, solidifying her academic prowess. In her leisure time, she finds joy in spending quality moments with her family and two beloved dogs. Additionally, she actively engages in Pilates, embracing its benefits for physical and mental well-being.
T 818 835-8784
Manager of Corporate Development
Jacqueline is the Manager of Corporate Development at SteelPeak Wealth. Her diverse leadership and relationship management background in real estate and the entertainment industry have shaped her high business acumen. Her ambition to build and nurture the firm’s partnerships ensures smooth business relations while attaining strategic goals.
Jacqueline executes corporate development efforts with the Founding Partners in overseeing the firm’s growth strategy and expansion. Meanwhile, she continues to manage strategic partnerships and works with the firm’s wealth advisors and client-facing teams to ensure the SteelPeak messaging is at its strongest.
She graduated from one of the nation’s top ranking design schools, Fashion Institute of Design and Merchandising, where she studied Marketing and Brand Management. She now continues her education at Pepperdine Graziadio Business School where she is pursuing her Executive MBA.
In her spare time, Jacqueline continues to practice real estate and explores creative opportunities. She loves to stay active, listen to live music, spend time with her family, and practice classical piano. She is passionate about travel and experiencing new cultures, one destination at a time.
T 818 835-8731
Kelly Winther joins the team as the Human Resources Manager here at SteelPeak Wealth. She brings over 10+ years of Human Resource and Operational experience from various corporate roles at Unilever, Fabletics and most recently a start up in the EV industry. Kelly’s expertise and focus lies in creating an exceptional employee experience here at SteelPeak handling all onboarding, offboarding, benefits, employee wellness, culture, payroll, 401K, operational support and much more.
In addition to holding a bachelor’s degree in communications from the University of San Diego, Kelly earned a college scholarship to play on the 05’-09’ Women’s Basketball team at USD. She has a passion for mental health awareness and positively impacting the youth. She has most recently graduated from the Institute of Integrative Nutrition with a certification in Health Coaching pursuing a side business in coaching and mentoring youth athletes on the importance of mental health and wellness. Kelly also sits on the Board of Directors and enjoys volunteering her time for the non-profit organization, PS I Love You.
In her free time, she loves spending time with her husband, family, friends, and playing with her 5 nieces and nephews. Hobbies include all things health and wellness/sports such as traveling, going to the beach, yoga, Pilates, meditation, hiking, rollerblading, snowboarding, pickleball, basketball, volleyball, spikeball and of course watching the Lakers.
T 818 835-8735
As the firm’s controller, Joshua Fein is responsible for the day-to-day accounting and development of accounting operations at SteelPeak. He has worked in the corporate accounting space his entire career. Having worked in a variety of industries including property management, market research, securities, food manufacturing, and financial consulting. Taking along a wealth of knowledge and experience with him.
Joshua is a life-long Los Angeles native and graduated in 2006 from California State University Northridge (CSUN) with a degree in finance. He also has a certificate of achievement in accounting from Santa Monica College and is an actively licensed CPA. He actively participates in the resume review program through the CSUN alumni association for graduating students. Beyond that, he always looks for something new to enjoy and learn from as one truly never stops learning.
T 818 835-8760
Senior Client Service Associate
Michelle began her professional career in the financial industry in 2012, specializing in Client Services. Her background includes business administration, client servicing within account operations, and financial planning preparation. Prior to joining SteelPeak Wealth, Michelle worked at JSF Financial for 9 years in various roles ranging from executive assistant, account operations associate, and financial planning associate. She earned her Bachelor of Arts in Psychology from California State University, Fullerton in 2016.
Outside of the office, Michelle enjoys spending time with her family and two dogs. She enjoys new cooking recipes, visiting gardens and nurseries, indoor gardening, and collecting exotic tropical house plants.
T 818 835-8762
Client Service Associate
Natalie grew up moving around California, in towns ranging from Mammoth Lakes to Manhattan Beach. She attended the University of Arizona where she played Division 1 beach volleyball and received her bachelor’s and master’s degrees in accounting from the Eller School of Management.
Since graduating, Natalie provided audit services to wealth and asset management clients as part of a big 4 accounting firm in Los Angeles. More recently, she transitioned into private accounting working for a media production company located in Santa Monica.
On the weekends, you can find her at the beach or in the mountains. She loves to bake and is currently working on perfecting her sourdough starter. To keep her competitive spirit alive, Natalie still enjoys competing in local beach volleyball tournaments and the occasional half marathon.
T 818 835-8770
Client Service Associate
Melinda started her professional career in the Financial Industry over 20 years ago,
Her roles have included receptionist, cashier, and Sr. Client Service Associate.
After working with Morgan Stanley for over 20 years , Melinda has moved on to join the Steel Peak team as a Client Service Associate.
Melinda enjoys working with her team and clients building trustworthy relationships.
On her off time she loves spending time with her children and family, and volunteering and giving back to Veterans.
Melinda enjoys kickboxing, camping and watching the Dodgers.
T 818 835-8786
Client Service Associate
Cay Boychenko is a dedicated Client Service Associate at SteelPeak Wealth, based out of the Westlake Village office. With a passion for delivering exceptional client experiences, Cay plays a crucial role in providing top-notch service to SteelPeak Wealth’s valued clientele. With her strong attention to detail, organizational skills, and commitment to excellence, Cay ensures that all client needs are met efficiently and effectively.
T 800 774-1444
Client Service Associate
Rachel started her professional career in the entertainment industry, specializing in public relations. After 5 years, she explored other opportunities within the financial services industry and accepted an administrative position with Westmount Asset Management. After 2 years as an administrative assistant, Rachel moved on to joining the SteelPeak team as a Client Service Associate.
Rachel received her Bachelor’s in Communications from CSU Fullerton. She enjoys working in a collaborative environment with her supportive team members, and working directly with clients, establishing long-lasting relationships.
In her spare time, you can find Rachel hiking, exploring new restaurants around LA, and cheering on the Dodgers!
T 818 835-8748
Client Service Associate
Chauna is a Client Service Associate at SteelPeak Wealth. Her unique background in Healthcare and Media industries opens the line of communication between clients and businesses to get projects done. Chauna believes a business’s success starts with building a strong foundation with clients and proactively nurturing those relationships.
Prior to SteelPeak Wealth, Chauna’s experience as an accomplished and results-driven Account Manager/Operations Manager gives her years of leadership and account management experience as an integral part of a fast-paced sales team. Chauna is a performance-driven professional with strong business acumen and entrepreneurial spirit.
In her free time, Chauna loves to travel, spending quality time with her son and family, and cheering on her favorite sports teams the Los Angeles Lakers and the Los Angeles Rams!
T 818 835-8732
As the Executive Assistant, Alexis ensures all day to day activities run smoothly for the Principals of the firm, overlooking all administrative activities to run smoothly and effectively. Alexis joins the team as the point person to the Executives with years of experience as a Personal and Executive Assistant.
She believes hard work and consistency makes success a reality and applies that to each day. She looks forward to building the crucial relationships with clients to ensure a seamless experience.
In her free time, she is part of the volunteer team at the Union Rescue Mission in Downtown Los Angeles and enjoys performing standup comedy.
T 818 835-8733
Client Service Associate
Gina is part of SteelPeak Wealth’s Client Service Team. In her role, she ensures that clients’ needs are served the best way possible. Gina makes sure that everything runs smoothly in the office by preparing client documents, answering phone calls, responding to emails, scheduling and confirming client appointments.
Gina has been with SteelPeak Wealth since 2014. She is a people person who enjoys finding solutions for every issue our clients might have. When she is not in the office, Gina enjoys singing, going to the beach, hiking and spending quality time with her daughter and family.
T 818 835-8759
Business Development Associate
Lisa grew up in Los Angeles, CA and graduated with a Bachelor’s Degree in Business Administration from the Cal State University, Northridge. Prior to SteelPeak, Lisa was a branch manager for Chase Bank, and has been in the financial industry for over 23 years. Throughout her career she has had the innate ability to assess clients needs and build long lasting relationships.
In her spare time, Lisa loves to travel and learn about different cultures. She enjoys spending quality time with her friends and family, attend art exhibits, live concerts and hockey games.
T 818 835-8771
In her position as Administrative Assistant Stephanie ensures the continuous flow of information within the office and supports the team with an extensive array of administrative tasks. Stephanie has been working in customer service for over eight years. She has been part of Options for Youth, an independent study program that allows her to discover her passion for writing. Stephanie welcomes new challenges as opportunities to learn and grow as a person. She believes that a strong support system is a vital part of success – that’s why she is driven to give back and support those around her.
Stephanie enjoys reading and hopes to write a book someday. She is also a fan of kickboxing and boxing.
T 818 835-8703