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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

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