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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

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