Buildings

Rachel Otto

Staff Accountant
Education and Credentials
Western Michigan University
Bachelor of Fine Arts, Theater

As the firm’s Staff Accountant, Rachel Otto brings more than 20 years of experience specializing in financial reporting, accounts payable, accounts receivable, payroll, reconciliations, billing, and audit support. She has supported businesses across multiple industries with dependable, detail-oriented accounting expertise to ensure accuracy, compliance, and efficiency. Prior to her career in accounting, she served as a police officer, where she developed strong skills in problem solving, integrity driven decision making, and working under pressure. She brings that same discipline and accountability to her work in finance.

Rachel is originally from Michigan and has lived in Los Angeles since 1995. She graduated from Western Michigan University with a Bachelor of Fine Arts degree.

Outside of work, Rachel enjoys traveling, relaxing with her cats, and making jewelry.

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

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Katherine Neto, AWMA®
Client Service Associate
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Tax Services Lead
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Director of Alternative Solutions
JP Tran
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Peter Amling, CFP®
Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
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Tax Associate
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Jennifer Prendergast
Tax Operations Lead
Samantha Orellana
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
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Cecilia Umbel
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Michael Nader, EA
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Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Pete Alliegro, CFA
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Stephanie Valderrama
Administrative Assistant
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Kim Zajic
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Morten Roness, MBA
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Alejandra Guzman
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Drew Clanton
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Ali Zamani AIF®, CFS®, CAS®
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