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

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