Buildings

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.

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
  • 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

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