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

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