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

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