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Allison Garcia

Tax Administrator
Education and Credentials
University of California, Santa Barbara
B.A. in English, Minor in Spanish

Allison Garcia is a Tax Administrator at SteelPeak Tax Consulting. She is originally from Calexico, but moved to Santa Barbara where she got her bachelor's degree in English with a minor in Spanish from University of California, Santa Barbara. She has a background of administrative work and executive leadership support. Outside of work, Allison enjoys crafting, going to the beach, being with friends and family and hanging out with her dog, Skye.

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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
Allison
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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