Buildings

Harley Guzman

Office Manager & Junior Paralegal
Education and Credentials
Vanguard University
B.A. in Business Administration, Concentration in Management

Harley brings experience in administrative support, legal documentation, and client organizational management to her role as Junior Paralegal & Office Manager at SteelPeak Wealth. She supports daily office operations, legal and administrative processes, and team-focused initiatives while maintaining a high level of organization, professionalism, and attention to detail.

Harley earned her Bachelor's degree in Business Administration with a Management concentration from Vanguard University, where she developed a strong foundation in business operations, organizational leadership, and team collaboration. Fluent in both English and Spanish, she is passionate about streamlining office operations and building meaningful relationships. She takes pride in fostering a collaborative work environment and contributing to an organized workplace.

A Southern California native, Harley enjoys spending time with family and friends, traveling, staying active, and exploring new restaurants.

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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
Harley
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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