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

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