Buildings

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.

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
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

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