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

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