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Jennifer Prendergast

Tax Operations Lead
Education and Credentials
Santa Barbara City College / University of California, Santa Barbara

With nearly four decades of experience in public accounting, Jennifer brings a comprehensive and relationship-driven approach to tax preparation and firm operations. Her deep expertise in tax filing compliance, accounting processes, and client service stems from a career that has spanned every aspect of a CPA firm, from preparing tax returns and managing client relationships to overseeing firm operations, bookkeeping support and technology integration.

Jennifer has built lasting relationships throughout the Santa Barbara community, providing knowledgeable guidance and a calm, supportive presence to clients navigating their tax and accounting needs. At SteelPeak, she continues to leverage her extensive experience to ensure clear communication, trust, and a positive client experience.

She studied accounting and business at Santa Barbara City College and the University of California, Santa Barbara. Outside of work, she enjoys spending time with her adult sons, her black lab Sadie, and her family and friends. She has recently discovered a love for golf and looks forward to traveling more while continuing to embrace a peaceful, fulfilling life outside the office.

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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
Jennifer
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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