Buildings

Maddie Zakarian

Administrative Specialist
Education and Credentials
University of California, Irvine

As an Administrative Specialist at SteelPeak Wealth, Maddie plays a key role in ensuring the seamless day-to-day operations of the office. With a focus on enhancing efficiency and maintaining a welcoming environment for clients and colleagues alike, she supports the team with a high level of professionalism and attention to detail. Prior to joining SteelPeak, Maddie had extensive experience in managing projects and programs in the educational environment, implementing systems that streamline medical offices, managing schedules, and coordinating meetings in the legal field.

Maddie earned her degree from the University of California, Irvine. During her time there, she balanced her academic studies with part-time work at a law firm, which gave her a strong foundation in office management and administrative functions. One of her key strengths is her collaborative spirit. She thrives in team settings and works closely with others to achieve common goals. Whether coordinating with colleagues on internal projects or providing support to senior leadership, Maddie is committed to contributing to a positive and productive work environment.

Outside of working, Maddie spends most of her free time cooking, hiking, socializing, and advocating for mental health. She occasionally rock climbs, plays word games, and explores new destinations.

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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
Maddie
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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Cecilia Escobar
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Lucas McDonnell
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Peter Amling, CFP®
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Steven K. Ridgeway, CPA
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Samantha Orellana
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Drew Clanton
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Teddy Weber, CPA
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Lexi Shaheri
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Director of Advisory Services
Mark Koellner, CFP®, CRPC®
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Annie Heller
Client Service Associate
Kingsley Choi
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Robert Venezia
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Katherine Neto, AWMA®
Client Service Associate
Brendan Finneran
Senior Portfolio Manager
Airene Williamson
Chief Legal Officer
Rina Pineda, CPA, MST
Director of Tax Consulting
Charlotte Perkinson
HR & Talent Manager
Alexandra Miller
Full Charge Bookkeeper
Jordan Thatcher
Senior Tax Consultant
Roger Lopez
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Andrea Chandos
Senior Tax Administrator
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Ceasar Garvida, CFP®, CIMA®
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
James Cordle
Senior Trader
Morten Roness, MBA
Vice President, Wealth Advisor
Steve Racius
Associate Wealth Advisor
Alejandra Guzman
Paralegal – Compliance Associate
Raesa Martin
Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Steven Dymant
Director of Alternative Solutions
Bardia Maghami
Fund Operations Associate
Leonard Green
Compliance Manager
Stephanie Valderrama
Administrative Assistant
Derek Ruan
Associate Wealth Advisor
Anthony Kim
Portfolio Manager
Nina Weiss
Client Service Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Justin Iskander, CPA
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Wayne T. Slappy
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Tony Walsh
Chief Operating Officer
Rich Winer
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Andy Rosas
Operations Manager
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Richard Stucki
Senior Tax Reviewer
Michael Rashtian
Vice President, Wealth Advisor
Flavia Nunes
Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Benjamin Kanter
Client Service Associate
Joe Mezzetta, CPA
Senior Tax Associate
Andrew H. Jacobson
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Joseph Auday, CFP®, CRPC®
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Kim Zajic
Chief Administration Officer
Nicolo Gori
Client Service Associate
Michael Nader, EA
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Luke Everhart
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Pete Alliegro, CFA
Director of Business Development
Myles Bozinovski
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Joe Fusaro
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Luke Anderson, SE-AWMA®
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Lisa Tashtchian
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Shelby Brennan, CPA, CFP®
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