Buildings

Natalie Arias

Office Manager & Administrative Assistant
Education and Credentials
California State University, San Bernardino
B.A. in Communication, with a concentration in Public Relations

Natalie brings extensive experience in executive support and office operations to her role at SteelPeak Wealth. Prior to joining the firm, she supported senior leadership teams and managed event logistics and organizational initiatives across both the nonprofit and private sectors. Natalie is known for her strong organizational skills, attention to detail, and dedication to delivering seamless experiences for clients and colleagues alike. She earned a Bachelor of Arts in Communications with a concentration in Public Relations from California State University, San Bernardino.

When she's not at work, Natalie enjoys spending her time outdoors, finding new restaurants, and visiting local art galleries and museums throughout Los Angeles.

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

Other Team Members

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