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