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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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Maz Esmailbeigi AIF®, CFS®, CAS®
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Cecilia Umbel
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Joseph Auday, CFP®, CRPC®
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Rina Pineda, CPA, MST
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Justin Iskander, CFP®, CPA, MBA
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Client Service Associate
Airene Williamson
Chief Legal & Compliance Officer
Derek Ruan
Wealth Advisor
Lesny Espinoza
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Josh Lev
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Nina Weiss
Client Service Associate
Bardia Maghami
Vice President, Fund Operations
Joseph Brandolino
Associate Wealth Advisor
Kingsley Choi
Wealth Advisor
Leonard Green
Compliance Manager
Teddy Weber, CPA
Tax Associate
Joe Fusaro
Director of Operations
Richard Stucki
Senior Tax Reviewer
Peter Amling, CFP®
Vice President, Wealth Advisor
Wayne T. Slappy
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Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
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Ryan Santiago
Operations Manager
Mike Janis
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Anthony Kim
Portfolio Manager
Joshua Fein
Controller
Wyatt Gibson
Junior Tax Associate
Sam Sosa, J.D.
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Myles Bozinovski
Business Development Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Senior Tax Associate
Tyler Resh
Chief Growth Officer
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Annie Heller
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Jordan Thatcher
Senior Tax Consultant
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Daniel Atchinson
Junior Tax Associate
Kim Zajic
Chief Administration Officer
Raesa Martin
Client Service Associate
JP Tran
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Portfolio Manager
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Michael Nader, EA
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Lioness Ebbay, Esq.
Director of Estate Consulting
Shelby Brennan, CPA, CFP®
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Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Stephanie Valderrama
Administrative Assistant
Nicolo Gori
Client Service Associate
Drew Clanton
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Charlotte Perkinson
HR & Talent Manager
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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