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

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