Buildings

Jordan Thatcher

Senior Tax Consultant
Education and Credentials

As a Senior Tax Consultant at SteelPeak Wealth, Jordan Thatcher brings 10 years of expertise in accounting, tax preparation, and tax planning. She is also a skilled paralegal with extensive experience assisting attorneys in the preparation and administration of trusts, estates, and related legal matters. Jordan’s paralegal background includes a focus on corporate compliance, where she helps businesses navigate complex legal requirements and ensure they remain in good standing with regulatory standards.

With a reputation for providing comprehensive financial solutions, Jordan specializes in helping both individuals and businesses maximize tax efficiency and minimize liabilities. She takes a personalized approach to each client’s financial situation, delivering tailored strategies that support both short-term objectives and long-term success.

Outside of her professional life, Jordan enjoys spending quality time with her family, exploring the outdoors, and working on home remodeling projects.

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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

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