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

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