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.

‍

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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