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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Dylan Drake
Marketing Associate
Joe Mezzetta, CPA
Tax Preparation Manager
Tony Walsh
Chief Operating Officer
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Andrea Chandos
Senior Tax Administrator
Roger Lopez
Wealth Advisor
Steve Racius
Associate Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Brandon McAuslen
Portfolio Manager
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Drew Clanton
Operations Associate
Brendan Finneran
Senior Portfolio Manager
Annie Heller
Associate Wealth Advisor & Investment Analyst
Airene Williamson
Chief Legal & Compliance Officer
Bardia Maghami
Vice President, Fund Operations
Stephanie Valderrama
Administrative Assistant
Myles Bozinovski
Business Development Manager
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Joshua Fein
Controller
Rina Pineda, CPA, MST
Director of Tax Consulting
Kiras Persky
Deputy General Counsel
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Daniel Atchinson
Junior Tax Associate
Michael Nader, EA
Tax Associate
Nicolo Gori
Client Service Associate
Lucas McDonnell
Client Service Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Steven K. Ridgeway, CPA
Tax Services Lead
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Derek Ruan
Wealth Advisor
Ryan Santiago
Operations Manager
James Cordle
Senior Trader
Rich Winer
Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Katherine Neto, AWMA®
Client Service Associate
Anthony Kim
Portfolio Manager
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Lioness Ebbay, Esq.
Director of Estate Consulting
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Jackie Stafford
Client Service Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Mike Shotton
Sr. Vice President, Wealth Advisor
Andy Rosas
AI Strategy & Operations Manager
Josh Lev
Vice President, Investment Research
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Kingsley Choi
Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
JP Tran
Client Service Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Alejandra Guzman
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Raesa Martin
Client Service Associate
Lesny Espinoza
Tax Associate
Nina Weiss
Client Service Associate
Aimie Lalas
Tax Administrator
Charlotte Perkinson
HR & Talent Manager
Luke Everhart
Business Development Associate
Cecilia Umbel
Client Service Manager
Allison Garcia
Tax Administrator
Richard Stucki
Senior Tax Reviewer
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Associate Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Teddy Weber, CPA
Tax Associate
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Sr. Vice President, Wealth Advisor
Benjamin Kanter
Client Service Associate
Jennifer Prendergast
Tax Operations Lead
Kim Zajic
Chief Administrative Officer
Flavia Nunes
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Director of Operations
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Wayne T. Slappy
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