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

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