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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

Brandon McAuslen
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Annie Heller
Associate Wealth Advisor & Investment Analyst
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Allison Garcia
Tax Administrator
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Josh Lev
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Tyler Resh
Chief Growth Officer
Bardia Maghami
Vice President, Fund Operations
Joe Mezzetta, CPA
Tax Preparation Manager
Myles Bozinovski
Business Development Manager
Teddy Weber, CPA
Tax Associate
Jess Boone
Director of Client Development, SteelPeak Sports
Cecilia Umbel
Client Service Manager
Joshua Fein
Controller
Airene Williamson
Chief Legal & Compliance Officer
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Nina Weiss
Client Service Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Kim Zajic
Chief Administrative Officer
Dylan Drake
Marketing Associate
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Raesa Martin
Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Kiras Persky
Deputy General Counsel
Jordan Thatcher
Senior Tax Consultant
Joe Fusaro
Director of Operations
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Tony Walsh
Chief Operating Officer
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Peter Amling, CFP®
Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Aimie Lalas
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James Cordle
Senior Trader
Stephanie Valderrama
Administrative Assistant
Jennifer Prendergast
Tax Operations Lead
Leonard Green
Compliance Manager
Rich Winer
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Lioness Ebbay, Esq.
Director of Estate Consulting
Andrew Moss
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Stacy Borek, CFP®
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Anthony Kim
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Ceasar Garvida, CFP®, CIMA®
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Charlotte Perkinson
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Samantha Orellana
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Ali Zamani AIF®, CFS®, CAS®
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Michael Nader, EA
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Nicolo Gori
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Brendan Finneran
Senior Portfolio Manager
Morten Roness, MBA
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Michelle Nanoff
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Lesny Espinoza
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Lucas McDonnell
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Kingsley Choi
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Christine Mueller Coley, CFP®, CDFA®
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Sam Sosa, J.D.
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Ryan Santiago
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Andrea Chandos
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Alejandra Guzman
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Shelby Brennan, CPA, CFP®
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