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

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