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Jackie Stafford

Sr. 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
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Other Team Members

Joe Fusaro
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Patrick Oliver, MST, EA
Senior Tax Consultant
Maz Esmailbeigi AIF®, CFS®, CAS®
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Michael Nader, EA
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Airene Williamson
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Teddy Weber, CPA
Tax Associate
Morten Roness, MBA
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Kim Zajic
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Ceasar Garvida, CFP®, CIMA®
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Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Josh Lev
Vice President, Investment Research
Jonathan Sheen
Junior Portfolio Manager
Laila Bahman
Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Steven K. Ridgeway, CPA
Tax Services Lead
Joshua Fein
Controller
Luke Everhart
Business Development Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Tyler Resh
Chief Growth Officer
Joseph Brandolino
Associate Wealth Advisor
Jess Boone
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Wyatt Gibson
Junior Tax Associate
Anthony Kim
Portfolio Manager
Michael Gansfuss
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Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Enrique Vargas
Market Director
Roger Lopez
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Jessica Donovan, CFP®, AIF®, SE-AWMA®
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Kiras Persky
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Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Ryan Santiago
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Curtis Cooper
Associate Wealth Advisor
Jack Martin
Associate Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
James Cordle
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Andrew Moss
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Stacy Borek, CFP®
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Jordan Peterson, CPFA®
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Cecilia Umbel
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Charlotte Perkinson
HR & Talent Manager
Stephen Fringer
Systems & Reporting Manager
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Katherine Neto, AWMA®
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Mary Berg, CPA/PFS
Technical Reviewer
Bardia Maghami
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Mike Shotton
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Andrew H. Jacobson
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Brendan Finneran
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Brandon McAuslen
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Leonard Green
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Daniel Atchinson
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Joseph Auday, CFP®, CRPC®
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Jennifer Prendergast
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Harley Guzman
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Dylan Drake
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Tony Walsh
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Rachel Otto
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Rich Winer
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Lioness Ebbay, Esq.
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Kingsley Choi
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Andrea Chandos
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Tax Preparation Manager
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