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Luke Anderson, SE-AWMA®

Sr. Vice President, Wealth Advisor
Education and Credentials
Colorado State University; University of Economics, Prague
SE-AWMA®

Luke is a Wealth Advisor at SteelPeak Wealth. With several years experience in the industry, and having worked at Edward Jones as a Financial Advisor and TD Ameritrade as a Relationship Manager, Luke has gained a dynamic perspective in the financial industry and the value of the client experience. He believes strongly in the values at SteelPeak Wealth, centered around acting in the best interest of the client. Luke is dedicated to ensuring every client receives the utmost quality assessment and customized plan to help them achieve their financial goals.

Luke grew up in Fort Collins, CO, where he earned his Bachelor’s degree in Business Administration, with an emphasis in Investment Analysis, at Colorado State University. He is married to the love of his life, DeAnza, they reside in Venice, CA.

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Career Highlights
  • Wealth Advisor, SteelPeak Wealth
  • Relationship Manager, TD Ameritrade
  • Financial Advisor, Edward Jones
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
Luke
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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