Buildings

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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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