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.

Other Team Members

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