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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

Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Kiras Persky
Deputy General Counsel
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Enrique Vargas
Market Director
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Bradley Triana
Tax Consultant
Jack Martin
Associate Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Natalie Arias
Office Manager & Administrative Assistant
Robert Venezia
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Kim Zajic
Chief Administrative Officer
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Brendan Finneran
Senior Portfolio Manager
Dylan Drake
Marketing Associate
Teddy Weber, CPA
Tax Associate
Harley Guzman
Office Manager & Junior Paralegal
Daniel Atchinson
Junior Tax Associate
Michelle Nanoff
Sr. Client Service Associate
Josh Lev
Vice President, Investment Research
Bardia Maghami
Vice President, Fund Operations
Laila Bahman
Associate
Tyler Resh
Chief Growth Officer
Luke Everhart
Business Development Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Anthony Kim
Portfolio Manager
Leonard Green
Compliance Manager
Ashley Payrits
Alternative Investments Analyst
Michael Gansfuss
Market Director, Alpha Summit
Steven K. Ridgeway, CPA
Tax Services Lead
Jess Boone
Director of Client Development, SteelPeak Sports
Joshua Fein
Controller
Andy Rosas
AI Strategy & Operations Manager
Peter Amling, CFP®
Vice President, Wealth Advisor
Andrea Chandos
Sr. Tax Administrator
Stephen Fringer
Systems & Reporting Manager
Cecilia Umbel
Client Service Manager
Mike Janis
Sr. Vice President, Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Katherine Neto, AWMA®
Client Service Associate
Ryan Santiago
Operations Manager
Lisa Tashtchian
Sr. Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
James Cordle
Senior Trader
Myles Bozinovski
Sr. Market Director
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Wyatt Gibson
Junior Tax Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Annie Heller
Associate Wealth Advisor
Michael Nader, EA
Tax Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Kingsley Choi
Wealth Advisor
Joe Fusaro
Director of Operations
Jonathan Sheen
Junior Portfolio Manager
Lesny Espinoza, EA
Tax Associate
Curtis Cooper
Associate Wealth Advisor
Jordan Peterson, CPFA®
Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Dalia Dardoon
Associate Wealth Advisor
Jason Hart
Director of Operations
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Brandon McAuslen
Portfolio Manager
Jessica Donovan, CFP®, AIF®, SE-AWMA®
Sr. Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Jackie Stafford
Sr. Client Service Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Noah Barrionuevo
Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Derek Ruan
Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Alexandra Miller
Full Charge Bookkeeper
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Andrew Moss
Wealth Advisor
Jennifer Prendergast
Director of Tax Operations
Patrick Oliver, MST, EA
Senior Tax Consultant