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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

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