Buildings

Lisa Tashtchian

Sr. Client Service Associate
Education and Credentials
Book a Complimentary Consultation

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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
No items found.
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.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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