Buildings

Mike Shotton

Sr. Vice President, Wealth Advisor
Education and Credentials
Stanford University

As a SteelPeak Wealth advisor, Mike Shotton possesses a genuine passion for guiding individuals towards financial success. His approach involves dedicating ample time to understand each client’s unique circumstances, aspirations, and concerns, ensuring a tailored experience. By simplifying their current financial situations and approaching long-term goals with confidence and clarity, Mike provides unwavering support to his clients.

With 20 years of experience in the financial services industry, Mike’s expertise stems from his time as Senior Vice President at Cantor Fitzgerald & Co, a prominent full-service investment banking and financial services firm specializing in real estate and alternative investments. Prior to this, he kick-started his career as a wealth advisor at Merrill Lynch in San Diego. Mike’s impressive academic background includes graduating from Stanford University.

Beyond his professional endeavors, Mike finds joy in sports, exploring new destinations through travel, and cherishing quality time with his family. Raised by a single mother, he deeply values the fundamental principles of financial management instilled in him during his upbringing. Currently residing in the vibrant West Adams neighborhood of Los Angeles, Mike, along with his wife Niki, their four-year-old son and one-year-old daughter, actively engage as contributing members of their community.

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

Other Team Members

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