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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. 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.

In addition to her tax expertise, Jordan is a skilled paralegal with a focus on corporate compliance, assisting businesses in navigating the complexities of legal requirements and ensuring they remain in good standing with regulatory standards.

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

Robert Venezia
Sr. Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Rich Winer
Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
James Cotton
Operations Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Justin Iskander, CPA
Investment Analyst
Summer Larzelere
Senior Tax Consultant
Pete Alliegro, CFA
Director of Business Development
Nicolo Gori
Client Service Associate
Kim Zajic
Chief Administration Officer
Omeri Davidi
Operations Associate
Airene Williamson
Chief Legal Officer
Billy Yeh
Director of Insurance Solutions
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Cole Murphy
Business Development Associate
Steven Dymant
Director of Alternative Solutions
Chris Shelburne
Director of Corporate Development
Rina Pineda, CPA, MST
Director of Tax Consulting
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Bardia Maghami
Fund Operations Associate
Leonard Green
Compliance Manager
Colin Kapp
Director of Marketing
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Joshua Fein
Controller
Matthew Keller
Vice President, Wealth Advisor
James Cordle
Senior Trader
Tyler Resh
Chief Growth Officer
Amalia Uribe
Human Resources Manager
Brendan Finneran
Senior Portfolio Manager
Flavia Nunes
Wealth Advisor
Daisy Stinson
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Stephanie Valderrama
Administrative Assistant
Joseph Brandolino
Client Service Associate
Sam Sosa
Wealth Advisor
Lexi Shaheri
Client Service Associate
Alexis Prigo
Executive Assistant
Nina Weiss
Client Service Associate
Lisa Tashtchian
Business Development Coordinator
Michael Rashtian
Vice President, Wealth Advisor
Maddie Zakarian
Administrative Specialist
Spencer Mittin
Client Service Associate
Eric Chamberlain
Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Victoria Harding
Corporate Development Analyst
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Wayne T. Slappy
Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Roger Lopez
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Nick Sailer
Investment Analyst