Buildings

Allison Garcia

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

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
No items found.
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.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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