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Lisa Tashtchian

Sr. Client Service Associate
Education and Credentials

Lisa grew up in Los Angeles, CA and graduated with a Bachelor’s Degree in Business Administration from the Cal State University, Northridge. Prior to SteelPeak, Lisa was a branch manager for Chase Bank, and has been in the financial industry for over 23 years. Throughout her career she has had the innate ability to assess clients needs and build long lasting relationships.

In her spare time, Lisa loves to travel and learn about different cultures. She enjoys spending quality time with her friends and family, attend art exhibits, live concerts and hockey games.

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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
Lisa
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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