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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Josh Lev
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Luke Everhart
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Steven K. Ridgeway, CPA
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Morten Roness, MBA
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Sr. Vice President, Wealth Advisor
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Associate Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Katherine Neto, AWMA®
Client Service Associate
Flavia Nunes
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Leonard Green
Compliance Manager
JP Tran
Client Service Associate
Aimie Lalas
Tax Administrator
Steven Dymant
Director of Alternative Solutions
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Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
James Cordle
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Benjamin Kanter
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Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Alejandra Guzman
Paralegal – Compliance Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Daniel Atchinson
Junior Tax Associate
Joshua Fein
Controller
Michael Rashtian
Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
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Client Service Associate
Kim Zajic
Chief Administration Officer
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Senior Tax Consultant
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Cecilia Umbel
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Joe Mezzetta, CPA
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Lesny Espinoza
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Joe Fusaro
Director of Operations
Richard Stucki
Senior Tax Reviewer
Lexi Shaheri
Client Service Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Nicolo Gori
Client Service Associate
Airene Williamson
Chief Legal & Compliance Officer
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Rina Pineda, CPA, MST
Director of Tax Consulting
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Sr. Vice President, Wealth Advisor
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Wealth Advisor and Sr. Tax Associate
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Sr. Client Service Associate
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Tyler Resh
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