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

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