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

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