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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

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