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

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