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.

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Joe Fusaro
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Ryan Santiago
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Ryan Saidi, AIF®
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Teddy Weber, CPA
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Lesny Espinoza, EA
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Business Development Associate
Rachel Otto
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Charlotte Perkinson
HR & Talent Manager
Airene Williamson
Chief Legal & Compliance Officer
Joshua Fein
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Josh Lev
Vice President, Investment Research
Aimie Lalas
Tax Administrator
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Kim Zajic
Chief Administrative Officer
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Laila Bahman
Associate
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Wyatt Gibson
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Anthony Kim
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Steve Racius
Associate Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
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Stacy Borek, CFP®
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Peter Amling, CFP®
Vice President, Wealth Advisor
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Dylan Drake
Marketing Associate
Nina Weiss
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Client Service Manager
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Joseph Auday, CFP®, CRPC®
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Joe Mezzetta, CPA
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Christine Mueller Coley, CFP®, CDFA®
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