Buildings

Daniel Atchinson

Junior Tax Associate
Education and Credentials
Gonzaga University
B.B.A. in Accounting

Daniel is an accounting professional with three years of experience in private industry, bringing a strong foundation in financial reporting, analysis, and day-to-day accounting operations. A graduate of Gonzaga University, where he earned a degree in Accounting, Daniel has developed a solid understanding of core accounting principles and their practical application in a business environment.

Throughout his career, Daniel has demonstrated a commitment to accuracy, reliability, and continuous learning. He approaches his work with a thoughtful, detail-oriented mindset and values collaboration, integrity, and contributing to efficient financial processes that support organizational goals.

Outside of his professional life, Daniel enjoys staying active by playing basketball and spending time with friends and family.

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

Other Team Members

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