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.

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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

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