Buildings

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

Zack Farooquee, AAMS®, AIF®
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Morten Roness, MBA
Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Myles Bozinovski
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Harley Guzman
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Andrew H. Jacobson
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Enrique Vargas
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Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Roger Lopez
Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Mary Berg, CPA/PFS
Technical Reviewer
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Peter Amling, CFP®
Vice President, Wealth Advisor
Derek Ruan
Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
JP Tran
Client Service Associate
Patrick Oliver, MST, EA
Senior Tax Consultant
Wayne T. Slappy
Wealth Advisor
Josh Lev
Vice President, Investment Research
Kiras Persky
Deputy General Counsel
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Kingsley Choi
Wealth Advisor
Teddy Weber, CPA
Tax Associate
Katherine Neto, AWMA®
Client Service Associate
Noah Barrionuevo
Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
Daniel Atchinson
Junior Tax Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Laila Bahman
Associate
Samantha Orellana
Client Service Associate
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Adam Greenwald
Sr. Client Service Associate
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Airene Williamson
Chief Legal & Compliance Officer
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Bradley Triana
Tax Consultant
Ashley Payrits
Alternative Investments Analyst
Steven K. Ridgeway, CPA
Tax Services Lead
Jess Boone
Director of Client Development, SteelPeak Sports
Rina Pineda, CPA, MST
Director of Tax Consulting
Ryan Santiago
Operations Manager
Jason Hart
Director of Operations
Jack Martin
Associate Wealth Advisor
Kim Zajic
Chief Administrative Officer
Stephanie Valderrama
Administrative Assistant
James Cordle
Senior Trader
Tony Walsh
Chief Operating Officer
Brendan Finneran
Senior Portfolio Manager
Curtis Cooper
Associate Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Natalie Arias
Office Manager & Administrative Assistant
Michael Rashtian
Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Rachel Otto
Staff Accountant
Lisa Tashtchian
Sr. Client Service Associate
Jordan Peterson, CPFA®
Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Joe Fusaro
Director of Operations
Andrea Chandos
Sr. Tax Administrator
Wyatt Gibson
Junior Tax Associate
Andy Rosas
AI Strategy & Operations Manager
Cecilia Umbel
Client Service Manager
Alexandra Miller
Full Charge Bookkeeper
Rich Winer
Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Luke Everhart
Business Development Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Anthony Kim
Portfolio Manager
Aimie Lalas
Tax Administrator
Lesny Espinoza, EA
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Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Dalia Dardoon
Associate Wealth Advisor
Jackie Stafford
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Robert Venezia
Sr. Vice President, Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Joshua Fein
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Flavia Nunes
Sr. Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Michael Gansfuss
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Mike Janis
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Michael Nader, EA
Tax Associate
Stephen Fringer
Systems & Reporting Manager
Andrew Moss
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Annie Heller
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Brandon McAuslen
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Camille Reyes
Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor