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Aimie Lalas

Tax Administrator
Education and Credentials
University of California, Santa Barbara
B.A., Communication

As a Tax Administrator at SteelPeak, Aimie brings extensive experience in administration and bookkeeping, supporting professionals and businesses across hospitality and office operations. Her strong background has shaped her into a detail-oriented and dependable professional who works to make every process as smooth and perfect as possible.

With a long history in administrative work, Aimie felt ready to run toward new opportunities and found them in tax services. She’s drawn to the balance between structure and problem-solving, where every number tells a story and every detail matters. Known for her fearless approach to learning and adaptability, Aimie enjoys creating order in complex systems and believes that steady effort, teamwork, and thoughtful communication turn daily work into lasting impact.

She strives to bring something great to every task she takes on and approaches challenges happily, knowing each one is a chance to learn. She also stays fireproof under pressure and believes that growth often comes through little things done well.

Aimie approaches her work and life with care and intention, knowing that dedication and consistency communicate better than words. Outside of work, she enjoys keeping up with sports, exploring media literacy, and volunteering with the stateside efforts of Baan Immanuel, an overseas orphanage. But the one thing she values most is time spent with her family and friends.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Aimie
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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Steve Racius
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Mark Koellner, CFP®, CRPC®
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Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Brandon McAuslen
Portfolio Manager
JP Tran
Client Service Associate
Michelle Nanoff
Senior Client Service Associate
Benjamin Kanter
Client Service Associate
Charlotte Perkinson
HR & Talent Manager
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Peter Amling, CFP®
Wealth Advisor
Shelby Brennan, CPA, CFP®
Senior Tax Consultant & Family Office Manager
Raesa Martin
Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Lisa Tashtchian
Senior Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Sam Sosa, J.D.
Senior Vice President, Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Nina Weiss
Client Service Associate
Josh Lev
Alternative Investment Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Joe Fusaro
Director of Operations
Alexandra Miller
Full Charge Bookkeeper
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Andy Rosas
Operations Manager
Tony Walsh
Chief Operating Officer
Wayne T. Slappy
Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Kim Zajic
Chief Administration Officer
James Cordle
Senior Trader
Ryan Santiago
Operations Manager
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Flavia Nunes
Wealth Advisor
Joshua Fein
Controller
Steven Dymant
Director of Alternative Solutions
Michael Rashtian
Vice President, Wealth Advisor
Lexi Shaheri
Client Service Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Drew Clanton
Operations Associate
Lucas McDonnell
Client Service Associate
Joe Mezzetta, CPA
Senior Tax Associate
Leonard Green
Compliance Manager
Michael Nader, EA
Tax Associate
Annie Heller
Client Service Associate
Derek Ruan
Associate Wealth Advisor
Stacy Borek, CFP®
Senior Tax Associate
Joseph Brandolino
Associate Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Luke Everhart
Business Development Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal Officer
Kingsley Choi
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Maddie Zakarian
Administrative Specialist
Jennifer Prendergast
Tax Operations Lead
Rich Winer
Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Alejandra Guzman
Paralegal
Lioness Ebbay, Esq.
Director of Estate Consulting
Justin Iskander, CPA
Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Richard Stucki
Senior Tax Reviewer
Wyatt Gibson
Junior Tax Associate
Nicolo Gori
Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Bardia Maghami
Fund Operations Associate
Pete Alliegro, CFA
Director of Business Development
Rina Pineda, CPA, MST
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Samantha Orellana
Client Service Associate
Anthony Kim
Portfolio Manager
Katherine Neto, AWMA®
Client Service Associate
Teddy Weber, CPA
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Tyler Resh
Chief Growth Officer
Jordan Thatcher
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