Meet the Partners & Wealth Advisors

With nearly two decades of experience as a Certified Financial Planner (CFP ®) Wealth Advisor, Jim is proud to bring his expertise to SteelPeak Wealth, where he specializes in serving high net worth individuals. Having worked for two major Wall Street firms, he has gained invaluable insights into the financial industry and uses his knowledge to provide exceptional service and advice to his clients.

Jim began his career in finance in 2004 at Morgan Stanley, where he quickly rose through the ranks to become a First Vice President in under five years. He continued to build on this success, and in 2010, he joined Wells Fargo Advisors as a Senior Vice President. In 2017 he joined an independent RIA named Signature Estate & Investment Advisors. This has allowed Jim to provide even more personalized service to his clients and to help them achieve their financial goals with greater flexibility and independence.

Jim holds a Bachelor of Science degree in Biology from UC Santa Cruz and earned his CFP® designation in 2007. His expertise in financial planning, portfolio management, and risk assessment has helped countless high net worth individuals achieve their financial objectives and secure their financial future.

In his personal life, Jim is a devoted family man who has raised four incredible children. He takes great pride in their academic and athletic achievements and enjoys supporting them in their various activities on the weekends. As a passionate surfer, Jim believes in the importance of staying physically and mentally healthy, and he finds that spending time in the ocean is one of the best ways to do so.

Overall, Jim’s career in finance and his personal passions have taught him the value of hard work, dedication, and balance. He is committed to providing my clients with the knowledge and guidance they need to make informed financial decisions and to achieve their financial goals.

T 949-783-7790

jim.bray@spwm.com

Luke is a Wealth Advisor at SteelPeak Wealth. With several years experience in the industry, and having worked at Edward Jones as a Financial Advisor and TD Ameritrade as a Relationship Manager, Luke has gained a dynamic perspective in the financial industry and the value of the client experience. He believes strongly in the values at SteelPeak Wealth, centered around acting in the best interest of the client. Luke is dedicated to ensuring every client receives the utmost quality assessment and customized plan to help them achieve their financial goals.

Luke grew up in Fort Collins, CO, where he earned his Bachelor’s degree in Business Administration, with an emphasis in Investment Analysis, at Colorado State University. He recently married the love of his life, DeAnza, they reside in Sherman Oaks.

T 818 835-8725

luke.anderson@spwm.com

Morten has an extensive background in the Securities and Insurance industries. His specialties include money management, insurance, financial and estate planning. He focuses on comprehensive wealth management where he serves the needs of his clients by creating, growing, protecting and preserving wealth in the way that is most advantageous in relation to taxes. Morten received his Bachelor degree in Business Administration from the University of Lund, Sweden in 1978 and his MBA from American Graduate School of International Management, Phoenix, AZ, in 1984. He has worked for some of the largest firms on Wall Street including Merrill Lynch, Wachovia Securities, Allstate and MassMutual Financial Services.

Morten believes his role is to help clients identify their short and long term financial goals. He develops a complete financial plan, with investments that are appropriate for his client’s objectives and their personal feelings about money and financial security.

Morten has been married to his wife Michele for 18 years. He spends much of his free time with his wife and their two cats in their home in Calabasas. He has an interest in Bonsai Trees and hiking the Santa Monica Mountains.

T 818 835-8754

morten.roness@spwm.com

Since 1994, Rich has overseen the personal finances of affluent individuals and families in Los Angeles and throughout the United States.  His clients include people in the entertainment industry, corporate executives, doctors, lawyers, business owners and retired individuals. He has developed unique and innovative strategies to provide his clients consistent and predictable income and investment growth and help them build wealth for retirement, meet personal financial goals, minimize taxes, and attain financial security and independence.

Throughout his 28-year career in wealth management, Rich has been mentioned and quoted in The Wall Street Journal, Investor’s Business Daily, Kiplinger’s Personal Finance, Financial Planning Magazine, Variety, The Los Angeles Business Journal, U.S. News & World Report, and other financial publications.

Rich especially enjoys working with musicians because, in addition to his work as a financial advisor, he has played, composed and produced music professionally for more than 40 years and performed and recorded with some of the top names in music. Rich’s clientele includes composers, producers, recording artists, touring and session musicians, and members of some of the world’s leading orchestras.

Prior to joining SteelPeak, Rich was president and CEO of Winer Wealth Management and Vice President of Andover Securities Corp. and Redwood Trading Corp., specialists on the Chicago and Pacific Stock Exchanges.

T 818 835-8755

rich.winer@spwm.com

Robert Venezia embarked on his finance career in 1982, solidifying his reputation as a respected figure in the industry. With a proven track record of managing private accounts for high-net-worth individuals and serving as a sub-advisor for stockbroker clients, he remains committed to identifying market inefficiencies and shaping an investment strategy that fuses quantitative and fundamental analysis to uncover securities that outperform the broader market over the long term.

At SteelPeak Wealth, Robert assumes the role of Wealth Advisor and leads our latest office in Las Vegas. His expertise plays a pivotal role in expanding our reach and enhancing services for clients in the region. With a deep industry understanding and an unwavering commitment to exceptional results, Robert’s presence further solidifies our position as a trusted wealth management firm.

T 702 208-8549

robert.venezia@spwm.com

Eric enjoys helping clients accomplish their financial objectives. He brings over 20 years of experience working in capital markets – including equities trading, portfolio administration, equity research, and risk management. Prior to joining Steal Peak, Eric managed a Market Neutral Fund which specializes in selling overvalued equity and index options.

Eric works closely with clients to develop tailored investment strategies and portfolio models.  He also regularly meets with clients to share SteelPeak’s thinking on global markets and economies.

Eric is a graduate of Utah State University and Webster University of Vienna, Austria with a major in finance, accounting, and international business.

T 818 835-8774

eric.chamberlain@spwm.com

Josh Fredendall is a Wealth Advisor at SteelPeak Wealth. Prior to joining the firm, Josh was a Financial Advisor and Assistant Vice President at Merrill Lynch in Seattle. Josh takes great satisfaction in having a meaningful impact on his clients’ lives. He firmly believes communication, transparency, and education are fundamental tenets in helping people achieve their desired wealth management goals. Whether he is working with individuals, families or businesses, the objective for Josh remains the same: dedicate the necessary time to effectively serve clients, so that they gain time back for other important aspects of their life.

Josh graduated from the University of Washington with a bachelor’s degree in Political Economy, where he was also a three-time captain on the baseball team. He loves supporting his alma mater and giving back to the Husky community that gave him so much. Josh currently volunteers on the Tyee Board of Advisors, Montlake Futures Advisory Council, and serves as mentor to student-athletes as they navigate life after sports.

Outside of the office, Josh is an avid golfer and enjoys exploring new places and cuisines with his fiancée, Nicole.

T 818 835-8753

josh.fredendall@spwm.com

Victoria is a dedicated Wealth Advisor committed to helping clients with their financial journeys. With a seamless transition from a Client Service Associate role, she brings a wealth of knowledge and expertise to her position. Graduating Summa Cum Laude from Syracuse University in 2016 and holding a Series 65 license, Victoria combines her academic achievements with her professional acumen.

Driven by a genuine passion for empowering individuals and families, she specializes in guiding clients on their unique financial paths, offering personalized solutions, and nurturing enduring relationships founded on trust and exceptional service.

In addition to her professional endeavors, Victoria actively supports causes related to animal welfare, reflecting her deep commitment to making a positive impact beyond the world of finance. During her leisure time, she immerses herself in various design projects, channeling her creativity and expressing her passion for artistic pursuits.

T 818 835-8772

victoria.harding@spwm.com

Paula Hart is a Wealth Advisor at SteelPeak Wealth. A California native, she began her career in finance at her local savings and loan, in banks, credit unions and even a stint in Las Vegas in Casino Marketing working with Casino Hosts and their high-net-worth guests. For the past 25 years, Paula has worked in investments at three Wall Street firms and two RIA’s before joining SteelPeak Wealth.

Paula is passionate about helping people reach their financial goals. She enjoys meeting new people and building relationships with clients.

In her free time, Paula enjoys spending time with her three grown children and family who live in Southern California. She also loves being an Auntie to her three nephews and one niece who live in Maui and visits them as often as possible. Paula enjoys traveling. reading, listening to music, camping, and spending time at the beach.

T 949 783-7791

paula.hart@spwm.com

Brandon is a Wealth Advisor at SteelPeak Wealth. As a former All-American football player, Brandon understands the utmost importance to detail in order to help clients achieve their goals. Brandon strongly embraces SteelPeak’s core value of transparency and putting clients first.

He graduated from San Diego State University with a Master’s Degree in Education, he currently holds a Series 65 license.

In his free time, Brandon is on the football field coaching high school players, and spending time with family.

T 818 835-8766

brandon.heicklen@spwm.com

As part of SteelPeak’s Wealth Advisor team, Roger is driven to help clients successfully plan for the future. His areas of expertise include financial planning, retirement planning and investment management. Roger graduated from California State University Northridge earning a bachelor’s in Finance, with a concentration in Financial Analysis. He currently holds a Series 65 License. 

Roger is committed to developing meaningful relationships with clients by formulating specific financial solutions for every individual’s unique situation. A key factor in Roger’s approach is mitigating risk in the overall portfolio to optimize returns. He strives to continuously grow professionally and expand his knowledge in the financial markets. 

During his free time, Roger enjoys exploring the outdoors, playing tennis, as well as traveling to San Diego to visit his family.  

T 818 835-8751

roger.lopez@spwm.com

Roxana Maddahi is a Wealth Advisor who specializes in guiding millennials through financial planning and investing by helping them to understand their personal finances and actively grow their wealth as they grow in their careers and lives. Roxana has been working in the private wealth management space for 13 years. She started in the investment management division at Lehman Brothers and JP Morgan in New York. Before joining SteelPeak Wealth in 2015, Roxana built her own practice at Morgan Stanley in Los Angeles. Roxana earned her Bachelor’s Degree from George Washington University with a double concentration in Business Economics and International Business. 

Roxana is passionate about continual learning and is regularly taking courses to learn about new topics; she recently studied cryptocurrency and real estate investing. Roxana treats her clients with care and compassion and works in their best interests. She believes in investing her client’s money as she would and does her own. She created a blog that is devoted to teaching matters of finance in a way that people can understand. She loves to learn about the various businesses that her clients are involved with and is inspired by their creativity and expertise. 

Roxana has a passion for researching and writing about matters of personal finance. She is published in Forbes, Huffington Post, Elite Daily, Millennial Magazine, among others. She is on the board of Looking Beyond LA, a non-profit that helps enrich the lives of children and young adults with disabilities.  Outside of work and volunteering, she spends her free time with her husband and two children.

T 516 578-9562

roxana.maddahi@spwm.com

Nathan graduated from the University of Southern California with a Bachelor’s degree in Business Administration.

Prior to joining SteelPeak Wealth, Nathan was a summer analyst for Harbor Group International, a Real Estate investment and management firm based out of New York. He later pivoted to a development firm known as Blue Python Development, where he took on the roles and responsibilities of Project Manager and Executive Assistant.

With his experience in alternative investments, Nathan is equipped to utilize a unique strategic approach to accomplish clients’ goals.
When he’s not at the office, you can find Nathan practicing his Saxophone or spending time with his friends and family.

T 818 835-8788

nathan.mahgerefteh@spwm.com

Rebecca Stoner is an accomplished financial professional with a rich background in serving high-net-worth clients in the financial markets. She joined SteelPeak Wealth as a Wealth Advisor in 2023. Prior to SteelPeak, Rebecca’s began her career at Siebert Financial. She later joined Signature Estate & Investment Advisors, which further expanded her expertise in areas such as account services, trust and estate divisions, and client profiling.

With a strong foundation in financial services, Rebecca holds several licenses, including the Series 7, Series 63, and Series 65 licenses, which showcase her proficiency and deep understanding of the field. She also boasts experience in real estate, adding to her diverse skill set.

Beyond her professional endeavors, Rebecca nurtures a profound passion for health and wellness. Her commitment led her to pursue advanced training in Yoga Therapy Rx at LMU, equipping her with the ability to apply yoga principles and techniques for therapeutic purposes, ultimately enhancing individuals’ overall well-being.

In addition to her dedication to yoga, Rebecca devotes herself to martial arts practice, actively working towards achieving her pink belt in Women’s Empowered—a self-defense program specifically designed for women. Her holistic approach to personal well-being extends to physical fitness and self-defense, complementing her focus on financial well-being.

Rebecca’s personal life revolves around raising her two independent daughters in Palos Verdes, a coastal community offering a high quality of life. Embracing the importance of enjoying the natural environment and engaging in outdoor activities, she instills these values in her family.

Overall, Rebecca’s diverse background, unwavering dedication to her clients, and genuine passion for health and well-being establish her as a well-rounded and compassionate professional.

T 818 835-8782

rebecca.stoner@spwm.com

Michael Rashtian is a Wealth Advisor at SteelPeak Wealth. Michael grew up in Los Angeles, CA and graduated with a Bachelor’s Degree in Business Administration from the USC Marshall School of Business. Prior to SteelPeak, Michael began his career with a client facing role at Bank of America. He then subsequently joined City National Rochdale, a subsidiary of City National Bank, where he crafted custom investment portfolios for high-net-worth individuals, families, businesses, and foundations.

With Michael’s experience cultivating lasting relationships with clients, coupled with his background in building investment portfolios, he is able to ensure every client’s needs are met with the utmost detail and care.

When Michael is not in the office, you can find him spending time with his fiancé, family and friends, or on the basketball court. Michael also has a passion for other cultures, and has learned to speak 3 different languages.

T 818 835-8746

michael.rashtian@spwm.com

As a SteelPeak Wealth advisor, Mike Shotton possesses a genuine passion for guiding individuals towards financial success. His approach involves dedicating ample time to understand each client’s unique circumstances, aspirations, and concerns, ensuring a tailored experience. By simplifying their current financial situations and approaching long-term goals with confidence and clarity, Mike provides unwavering support to his clients.

With over 17 years of experience in the financial services industry, Mike’s expertise stems from his time as Senior Vice President at Cantor Fitzgerald & Co, a prominent full-service investment banking and financial services firm specializing in real estate and alternative investments. Prior to this, he kick-started his career as a wealth advisor at Merrill Lynch in San Diego. Mike’s impressive academic background includes graduating from Stanford University.

Beyond his professional endeavors, Mike finds joy in sports, exploring new destinations through travel, and cherishing quality time with his family. Raised by a single mother, he deeply values the fundamental principles of financial management instilled in him during his upbringing. Currently residing in the vibrant West Adams neighborhood of Los Angeles, Mike, along with his wife Niki and their two-year-old son, actively engages as contributing members of their community.

T 818 835-8783

mike.shotton@spwm.com

Wayne worked as a Manager and Vice President for global and local banks for over 12 years and has been in the wealth management industry for over 4 years. Prior to joining SteelPeak Wealth, Wayne was a financial advisor at Waddell & Reed. Wayne graduated from the University of San Diego where he earned his degree in Business Administration with a focus in Finance. He specializes in retirement planning, college savings, and comprehensive financial planning.

He is an active member of the City Club Los Angeles and a moderator for the All Cities Network. His philanthropic endeavors include supporting the Leukemia & Lymphoma Society and providing educational seminars for veterans and underprivileged youth. In his free time, Wayne enjoys playing golf and spending time with his two sons, Wayne Jr. and Bruce.

T 818 835-8720

wayne.slappy@spwm.com