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

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