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

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