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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

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Justin Iskander, CPA
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Ryan Saidi, AIF®
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Cecilia Escobar
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Maddie Zakarian
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Peter Amling, CFP®
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Sam Sosa, J.D.
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Stacy Borek, CFP®
Senior Tax Associate
Michael Nader, EA
Tax Associate
Samantha Orellana
Client Service Associate
Lisa Tashtchian
Senior Client Service Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Morten Roness, MBA
Vice President, Wealth Advisor
Annie Heller
Client Service Associate
Anthony Kim
Portfolio Manager
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
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Associate Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Lexi Shaheri
Client Service Associate
Andrea Chandos
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Teddy Weber, CPA
Tax Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Dylan Drake
Marketing Associate
Rachel Otto
Staff Accountant
Christine Mueller Coley, CFP®, CDFA®
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Kim Zajic
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Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Rich Winer
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Ryan Santiago
Operations Manager
Aimie Lalas
Tax Administrator
Tony Walsh
Chief Operating Officer
Alejandra Guzman
Paralegal – Compliance Associate
Airene Williamson
Chief Legal Officer
Wayne T. Slappy
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Shelby Brennan, CPA, CFP®
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Steven K. Ridgeway, CPA
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Wyatt Gibson
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Lucas McDonnell
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Joseph Auday, CFP®, CRPC®
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Alexandra Miller
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Tyler Resh
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Rina Pineda, CPA, MST
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Steve Racius
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Joe Fusaro
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Pete Alliegro, CFA
Director of Business Development
Drew Clanton
Operations Associate
Robert Venezia
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Mike Shotton
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Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Leonard Green
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Brendan Finneran
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Michelle Nanoff
Senior Client Service Associate
Mark Koellner, CFP®, CRPC®
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Steven Dymant
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Kingsley Choi
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Luke Anderson, SE-AWMA®
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Joe Mezzetta, CPA
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Zack Farooquee, AAMS®, AIF®
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Andy Rosas
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Brandon McAuslen
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