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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

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