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.

‍

‍

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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