Buildings

Luke Everhart

Business Development Associate
Education and Credentials
University of Texas at Dallas
B.S. degree in Finance, with a concentration in Corporate Finance

Luke was born and raised in Dallas, Texas, and graduated from the University of Texas at Dallas with a B.S. degree in Finance, with a concentration in Corporate Finance. He began his career at Fisher Investments as a Sales Specialist, where he supported the outside sales team in their onboarding efforts and worked with clients to review their holistic retirement picture. This experience set the stage for Luke to relocate to Los Angeles to join SteelPeak Wealth, where he is excited to use his experience to contribute to the team’s continued growth and success.

In his free time, Luke enjoys hiking, playing basketball and golf, reading, and spending time with his fiancé and dog.

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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
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

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