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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

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