Buildings

Jordan Peterson, CPFA®

Wealth Advisor
Education and Credentials
University of Wyoming
B.S. in Finance
CPFA®

Jordan is a financial advisor at SteelPeak Wealth with over 11 years of experience helping individuals, families, and business owners build and protect their financial futures. Having launched his career with Edward Jones through their financial advisor career development program, he built a strong foundation in client-focused financial planning before transitioning into the independent RIA space — motivated by a deep commitment to serving clients in a true fiduciary capacity.

Jordan holds a degree in Finance from the University of Wyoming’s College of Business, giving him a disciplined, analytical approach to wealth management. Throughout his career, he has cultivated lasting relationships built on trust, transparency, and personalized guidance tailored to each client's unique goals. He is deeply passionate about financial education, believing that an informed client is an empowered one. By taking the time to explain complex financial concepts in clear, meaningful terms, he ensures his clients feel confident and in control of their financial futures.

Growing up in a family business that got its start in his grandfather's garage gave him a firsthand appreciation for the sacrifices, hard work, and unique financial challenges that business owners face every day. That experience drives his passion for working with entrepreneurs and business owners, helping them not only grow their businesses but also protect what they've worked so hard to build.

Beyond his work with clients, Jordan is committed to giving back to his community. Whether through volunteer work, local involvement, or mentoring others, he believes that strong communities are built one relationship at a time. He also serves as a youth baseball coach, where he channels the same passion for teamwork, discipline, and development that defines his approach to financial planning.

A proud Wyoming native, Jordan remains deeply connected to his roots. He can often be found fishing in mountain streams or exploring the outdoors, making his way back to the Rockies whenever possible. He is also an avid music fan who enjoys live concerts. Above all, he treasures time with his wife Brittany and their four children, and brings that same sense of loyalty and care to every client relationship at SteelPeak Wealth.

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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
Jordan
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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