Buildings

Jackie Stafford

Sr. Client Service Associate
Education and Credentials
Villanova University
B.S. in Marketing

Jackie serves as a Client Service Associate at SteelPeak Wealth, bringing a blend of operational experience and a deep commitment to customer service. Her professional journey is rooted in a "client-first" philosophy, developed over twelve years of combined experience in wealth management and retail operations. Jackie is a graduate of Villanova University's School of Business with a BS in Marketing.

Originally from New Jersey, Jackie now embraces the active lifestyle of Santa Monica. She can be found enjoying the beach, practicing yoga, or on the hiking trail. She is a lover of the arts and looks forward to time spent traveling with her two children.

‍

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

Other Team Members

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