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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?
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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

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