Buildings

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.

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
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

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