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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

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