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Jackie Stafford

Client Service Associate
Education and Credentials
Villanova University
B.S. in Marketing
Book a Complimentary Consultation

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.

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Career Highlights
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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.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

Joe Fusaro
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Rina Pineda, CPA, MST
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Kiras Persky
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Katherine Neto, AWMA®
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Sam Sosa, J.D.
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Lioness Ebbay, Esq.
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Joseph Auday, CFP®, CRPC®
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Alejandra Guzman
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Steven Dymant
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Justin Iskander, CFP®, CPA, MBA
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Michelle Nanoff
Sr. Client Service Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Samantha Orellana
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Rich Winer
Vice President, Wealth Advisor
JP Tran
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Josh Lev
Vice President, Investment Research
Daniel Atchinson
Junior Tax Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Richard Stucki
Senior Tax Reviewer
Michael Nader, EA
Tax Associate
Dylan Drake
Marketing Associate
Bardia Maghami
Vice President, Fund Operations
Raesa Martin
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Airene Williamson
Chief Legal & Compliance Officer
Roger Lopez
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Anthony Kim
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Lesny Espinoza
Tax Associate
Annie Heller
Associate Wealth Advisor & Investment Analyst
Steven K. Ridgeway, CPA
Tax Services Lead
Mark Koellner, CFP®, CRPC®
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Mike Shotton
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Flavia Nunes
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Brendan Finneran
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Andrea Chandos
Senior Tax Administrator
Allison Garcia
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Andy Rosas
AI Strategy & Operations Manager
Myles Bozinovski
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Aimie Lalas
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Benjamin Kanter
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Tyler Resh
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Ryan Santiago
Operations Manager
Kim Zajic
Chief Administrative Officer
Joe Mezzetta, CPA
Tax Preparation Manager
Lisa Tashtchian
Sr. Client Service Associate
Michael Rashtian
Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
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Tony Walsh
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Nicolo Gori
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Zack Farooquee, AAMS®, AIF®
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Alexandra Miller
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Teddy Weber, CPA
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Stephanie Valderrama
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