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

Brendan Finneran
Senior Portfolio Manager
Wyatt Gibson
Junior Tax Associate
Tony Walsh
Chief Operating Officer
Michael Rashtian
Vice President, Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Lexi Shaheri
Client Service Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
Alejandra Guzman
Paralegal – Compliance Associate
Charlotte Perkinson
HR & Talent Manager
Aimie Lalas
Tax Administrator
Tyler Resh
Chief Growth Officer
Jordan Thatcher
Senior Tax Consultant
Mike Shotton
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Rachel Otto
Staff Accountant
Benjamin Kanter
Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Andy Rosas
Operations Manager
Lucas McDonnell
Client Service Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Josh Lev
Vice President, Investment Research
Annie Heller
Associate Wealth Advisor & Investment Analyst
Airene Williamson
Chief Legal & Compliance Officer
Myles Bozinovski
Business Development Manager
Joe Fusaro
Director of Operations
Joshua Fein
Controller
Drew Clanton
Operations Associate
Wayne T. Slappy
Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Luke Everhart
Business Development Associate
Roger Lopez
Wealth Advisor
Nina Weiss
Client Service Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Kingsley Choi
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Client Service Associate
Michelle Nanoff
Sr. Client Service Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Mike Janis
Sr. Vice President, Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
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Compliance Manager
Lisa Tashtchian
Sr. Client Service Associate
Steve Racius
Associate Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Jennifer Prendergast
Tax Operations Lead
Anthony Kim
Portfolio Manager
Ryan Santiago
Operations Manager
Steven Dymant
Director of Alternative Solutions
Joseph Brandolino
Associate Wealth Advisor
Joe Mezzetta, CPA
Senior Tax Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
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Alexandra Miller
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Richard Stucki
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Vice President, Wealth Advisor
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Founding Partner, CFO
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Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Stephanie Valderrama
Administrative Assistant
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Kim Zajic
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Teddy Weber, CPA
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