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

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Bradley Triana
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Adam Greenwald
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Mike Janis
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Stacy Borek, CFP®
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Allison Garcia
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Sam Sosa, J.D.
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Alexandra Miller
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Lucas McDonnell
Client Service Associate
Harley Guzman
Office Manager & Junior Paralegal
Noah Barrionuevo
Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Anthony Kim
Portfolio Manager
Josh Lev
Vice President, Investment Research
Bardia Maghami
Vice President, Fund Operations
Mike Shotton
Sr. Vice President, Wealth Advisor
Andrew Moss
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Jason Hart
Director of Operations
Camille Reyes
Associate
Andrea Chandos
Sr. Tax Administrator
Leonard Green
Compliance Manager
Flavia Nunes
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Natalie Arias
Office Manager & Administrative Assistant
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Sr. Vice President, Wealth Advisor
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Tax Preparation Manager
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Jackie Stafford
Sr. Client Service Associate
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Steven K. Ridgeway, CPA
Tax Services Lead
JP Tran
Client Service Associate
Daniel Atchinson
Junior Tax Associate
Samantha Orellana
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Enrique Vargas
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Operations Manager
Joshua Fein
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Jennifer Prendergast
Tax Operations Lead
Patrick Oliver, MST, EA
Senior Tax Consultant
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Joseph Brandolino
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Kim Zajic
Chief Administrative Officer
Nina Weiss
Sr. Client Service Associate
Ceasar Garvida, CFP®, CIMA®
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Charlotte Perkinson
HR & Talent Manager
Justin Iskander, CFP®, CPA, MBA
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Dylan Drake
Marketing Associate
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