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

Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Jessica Donovan, CFP®, AIF®, SE-AWMA®
Sr. Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Michael Gansfuss
Market Director, Alpha Summit
Derek Ruan
Wealth Advisor
Ashley Payrits
Alternative Investments Analyst
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Cecilia Umbel
Client Service Manager
Michael Rashtian
Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Tony Walsh
Chief Operating Officer
Ryan Santiago
Operations Manager
Rina Pineda, CPA, MST
Director of Tax Consulting
Jennifer Prendergast
Director of Tax Operations
Dylan Drake
Marketing Associate
Michelle Nanoff
Sr. Client Service Associate
Stephen Fringer
Systems & Reporting Manager
Enrique Vargas
Market Director
Andrew Moss
Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Jackie Stafford
Sr. Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Jack Martin
Associate Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Patrick Oliver, MST, EA
Senior Tax Consultant
Myles Bozinovski
Sr. Market Director
Michael Nader, EA
Tax Associate
Kingsley Choi
Wealth Advisor
Teddy Weber, CPA
Tax Associate
Josh Lev
Vice President, Investment Research
Laila Bahman
Associate
Rich Winer
Vice President, Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Roger Lopez
Wealth Advisor
Kiras Persky
Deputy General Counsel
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Dalia Dardoon
Associate Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Jess Boone
Director of Client Development, SteelPeak Sports
Harley Guzman
Office Manager & Junior Paralegal
Mike Janis
Sr. Vice President, Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Annie Heller
Associate Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Curtis Cooper
Associate Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Noah Barrionuevo
Associate
Katherine Neto, AWMA®
Client Service Associate
Kim Zajic
Chief Administrative Officer
Lioness Ebbay, Esq.
Director of Estate Consulting
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Joshua Fein
Controller
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Bardia Maghami
Vice President, Fund Operations
Wyatt Gibson
Junior Tax Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Anthony Kim
Portfolio Manager
Joe Fusaro
Director of Operations
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Lesny Espinoza, EA
Tax Associate
Leonard Green
Compliance Manager
Jason Hart
Director of Operations
Natalie Arias
Office Manager & Administrative Assistant
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Morten Roness, MBA
Vice President, Wealth Advisor
Andrea Chandos
Sr. Tax Administrator
Rachel Otto
Staff Accountant
Andy Rosas
AI Strategy & Operations Manager
Brandon McAuslen
Portfolio Manager
Joseph Brandolino
Associate Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Flavia Nunes
Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Jordan Peterson, CPFA®
Wealth Advisor
Luke Everhart
Business Development Associate
Charlotte Perkinson
HR & Talent Manager
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
James Cordle
Senior Trader
Bradley Triana
Tax Consultant
Steven K. Ridgeway, CPA
Tax Services Lead