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

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