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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.

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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
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

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