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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

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