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

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