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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.

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Mark Koellner, CFP®, CRPC®
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Tyler Resh
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Benjamin Kanter
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Andy Rosas
Operations Manager
Alexandra Miller
Full Charge Bookkeeper
Stephanie Valderrama
Administrative Assistant
Luke Everhart
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Rina Pineda, CPA, MST
Director of Tax Consulting
Jennifer Prendergast
Tax Operations Lead
Nina Weiss
Client Service Associate
Shelby Brennan, CPA, CFP®
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Steven K. Ridgeway, CPA
Tax Services Lead
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Associate Wealth Advisor
Richard Stucki
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Cecilia Umbel
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Kim Zajic
Chief Administration Officer
Joe Fusaro
Director of Operations
Annie Heller
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Ryan Santiago
Operations Manager
Maddie Zakarian
Administrative Specialist
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
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Director of Alternative Solutions
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Associate Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
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Wealth Advisor
Luke Anderson, SE-AWMA®
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Joe Mezzetta, CPA
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Rachel Otto
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Alejandra Guzman
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Charlotte Perkinson
HR & Talent Manager
Katherine Neto, AWMA®
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Director of Estate Consulting
Stacy Borek, CFP®
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Airene Williamson
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