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

Joseph Brandolino
Associate Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Aimie Lalas
Tax Administrator
Charlotte Perkinson
HR & Talent Manager
Jason Hart
Director of Operations
Tony Walsh
Chief Operating Officer
Allison Garcia
Tax Administrator
Luke Everhart
Business Development Associate
Jackie Stafford
Sr. Client Service Associate
Anthony Kim
Portfolio Manager
Nicolo Gori
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Wyatt Gibson
Junior Tax Associate
Kiras Persky
Deputy General Counsel
Teddy Weber, CPA
Tax Associate
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Derek Ruan
Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Kim Zajic
Chief Administrative Officer
Steven K. Ridgeway, CPA
Tax Services Lead
Stephanie Valderrama
Administrative Assistant
Robert Venezia
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Cecilia Umbel
Client Service Manager
Tyler Resh
Chief Growth Officer
Mike Janis
Sr. Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Curtis Cooper
Associate Wealth Advisor
James Cordle
Senior Trader
Joe Fusaro
Director of Operations
Nina Weiss
Sr. Client Service Associate
Samantha Orellana
Client Service Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Jordan Peterson, CPFA®
Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Katherine Neto, AWMA®
Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Raesa Martin
Client Service Associate
Brandon McAuslen
Portfolio Manager
Wayne T. Slappy
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Mike Shotton
Sr. Vice President, Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Jess Boone
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Lisa Tashtchian
Sr. Client Service Associate
Joe Mezzetta, CPA
Tax Preparation Manager
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Andrea Chandos
Senior Tax Administrator
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Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Wealth Advisor
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Junior Tax Associate
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Josh Lev
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Airene Williamson
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