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
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
Business Development Manager
Jacqueline is the Business Development Manager at SteelPeak Wealth. Her unique background in the entertainment and real estate industries have helped shape her business acumen and high level of client management. During her real estate career, Jacqueline’s work in investment and developmental real estate naturally led her to investment management and her path at SteelPeak Wealth.
Jacqueline studied Marketing and Brand Management at the Fashion Institute of Design and Merchandising, with focused courses in Business and Economics. Her philosophy is that innovative thinking and creativity, a keen eye for detail, and problem solving are the necessities for any business organization, and the driving forces behind her work ethic. With an acute strength for relationship building, Jacqueline always ensures that the firm’s partnerships and clients receive the utmost level of service across all channels. Solutions-driven, Jacqueline works with the firms Founding Partners, Strategic Partners, Advisors, and Personnel to build out the SteelPeak brand, and strengthen its Business Development.
In her spare time, Jacqueline continues to practice real estate and explores creative opportunities. She loves to stay active, spend time with her family, and practice her classical piano. She is passionate about traveling the world, tackling one new destination at a time.
T 818 835-8731
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.
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T 818 835-8773
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. Shauna 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
Karsyn Meurisse joins the SteelPeak team with over six years of results-oriented digital marketing experience within the finance industry. She manages the firm’s overall marketing strategy and plans integrated marketing campaigns. Her expertise lies within SEO and analytics and uses these skills to deliver meaningful results to the firm.
Karsyn, an Atlanta native, graduated from University of Georgia’s Grady College of Journalism and Mass Communication. She spent the early years of her professional career working in Buckhead, Georgia and Park City, Utah. Currently residing in Los Angeles, she spends her weekends either enjoying the outdoors with her dog or cheering on the Georgia Bulldawgs. Additionally, she advocates for equal youth education opportunities through involvement in programs such as Big Brothers Big Sisters and UGA’s Mentorship Program.
T 818 835-8770
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
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
Client Service 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