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

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