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

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