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. in Finance, with a concentration in Corporate Finance. He began his career at Fisher Investments, where he worked with prospective clients to understand their financial goals, evaluate their broader retirement picture, and guide them from their initial conversations with the firm through the client onboarding process.

Luke later relocated to Los Angeles to join SteelPeak Wealth, where he works closely with the firm’s advisors and prospective clients to understand their financial needs and connect them with the appropriate resources across the firm. His experience spans wealth management, tax planning, and other areas of SteelPeak’s offering. Luke is also involved in the firm’s growing work with athletes, helping connect them with resources across wealth management, tax strategy, and financial planning.

Outside of work, Luke enjoys hiking, playing basketball and golf, reading, and spending time with his wife 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

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