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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

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