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.

jim.bray@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

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

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

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

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

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

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

T 818 835-8788

nathan.mahgerefteh@spwm.com

Victoria is a Wealth Advisor at SteelPeak Wealth. Originally from Miami, Florida, Victoria graduated Summa Cum Laude from Syracuse University, with a B.F.A in Design concentrating in Advertising.

Having previously worked in the fast-paced entertainment industry with high profile clients, Victoria understands the necessity for discretion, accurate information, and a high standard of service.  Problem solving, attention to detail, and organization, has allowed Victoria to excel in client service satisfaction and receive numerous accolades from both clients and employers.

Victoria is an avid animal lover and enjoys designing creative projects in her spare time.

T 818 835-8772

victoria.harding@spwm.com

Rebecca is a finance professional with a diverse background in the financial markets working with high-net-worth clients. Rebecca joined SteelPeak Wealth in 2023 under Reza Zamani. She began her career at Siebert Financial and later joined Signature Estate & Investment Advisors, where she gained experience in account services, trust and estate divisions, and client profiling.

Rebecca holds several licenses, including the Series 7, Series 63, and Series 65 licenses, indicating her expertise and proficiency in the financial industry. She also has experience in real estate.

Outside of her professional life, Rebecca has a strong passion for health and wellness. She pursued advanced training in Yoga Therapy Rx at LMU, allowing her to apply yoga principles and techniques for therapeutic purposes to improve individuals’ well-being.

In addition to yoga, Rebecca is dedicated to her martial arts practice and is working towards achieving her pink belt in Women’s Empowered, a self-defense program designed for women. Her commitment to physical fitness and self-defense reflects her holistic approach to personal well-being, including financial well-being.

Rebecca’s personal life involves raising her two independent daughters in Palos Verdes near the beach. She values a high quality of life and emphasizes the importance of enjoying the natural environment and engaging in outdoor activities.

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

T 818 835-8782

rebecca.stoner@spwm.com