Buildings

Jackie Stafford

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

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