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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
Back to Meet Our Team

Other Team Members

Kiras Persky
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Stephanie Valderrama
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Justin Iskander, CFP®, CPA, MBA
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Annie Heller
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Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Roger Lopez
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Rina Pineda, CPA, MST
Director of Tax Consulting
Mike Shotton
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Noah Barrionuevo
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Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Michael Nader, EA
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James Cordle
Senior Trader
Rachel Otto
Staff Accountant
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Derek Ruan
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Peter Amling, CFP®
Vice President, Wealth Advisor
Jess Boone
Director of Client Development, SteelPeak Sports
Lesny Espinoza, EA
Tax Associate
Dylan Drake
Marketing Associate
Nina Weiss
Sr. Client Service Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Natalie Arias
Office Manager & Administrative Assistant
Anthony Kim
Portfolio Manager
Michael Rashtian
Vice President, Wealth Advisor
Kim Zajic
Chief Administrative Officer
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Bardia Maghami
Vice President, Fund Operations
JP Tran
Client Service Associate
Tony Walsh
Chief Operating Officer
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Stephen Fringer
Systems & Reporting Manager
Harley Guzman
Office Manager & Junior Paralegal
Jason Hart
Director of Operations
Leonard Green
Compliance Manager
Dalia Dardoon
Associate Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Curtis Cooper
Associate Wealth Advisor
Adam Greenwald
Sr. Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Andrew Moss
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Andrea Chandos
Sr. Tax Administrator
Michael Gansfuss
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Patrick Oliver, MST, EA
Senior Tax Consultant
Josh Lev
Vice President, Investment Research
Sam Sosa, J.D.
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Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Kingsley Choi
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Andy Rosas
AI Strategy & Operations Manager
Allison Garcia
Tax Administrator
Michelle Nanoff
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Mary Berg, CPA/PFS
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Ceasar Garvida, CFP®, CIMA®
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Lucas McDonnell
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Shelby Brennan, CPA, CFP®
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Cecilia Umbel
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Jonathan Sheen
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Zack Farooquee, AAMS®, AIF®
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Katherine Neto, AWMA®
Client Service Associate
Mark Koellner, CFP®, CRPC®
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Ryan Santiago
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Joshua Fein
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Teddy Weber, CPA
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Tyler Resh
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Laila Bahman
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Jordan Peterson, CPFA®
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Ethan Ashbrook, CFP®
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Camille Reyes
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Maz Esmailbeigi AIF®, CFS®, CAS®
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Wayne T. Slappy
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Flavia Nunes
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Enrique Vargas
Business Development
Samantha Orellana
Client Service Associate
Jack Martin
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Steven K. Ridgeway, CPA
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