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

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