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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

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