Buildings

Richard Stucki

Senior Tax Reviewer
Education and Credentials
Utah Tech University
AA in Accounting
EA (Enrolled Agent)

Richard L. Stucki, EA, is an Enrolled Agent of more than 30 years, licensed by the Internal Revenue Service and based in Tucson, AZ. Richard has a total of over 40 years’ experience working in the tax and accounting industry, including preparing compiled financial statements. He was raised in the Bay Area of California for majority of his life, before moving to Tucson, AZ, 11 years ago. He also lived 5 years on and off in Utah and spent 1 summer in Kyoto, Japan. He received his AA degree in Accounting from Utah Tech University in St. George, Utah, back before the advent of personal computers.

Richard has worked in all areas of taxation including business returns such as S corps, LLCs, partnerships, C corps, trusts, individual returns, and even a few estate tax returns (Form 706). He is looking forward to supporting the firm in addressing client needs, including, but not limited to, estate and tax planning for the future.

Richard was once an avid badminton player and bowler, but he is no longer able to enjoy these pursuits as much, due to arthritis. Rich enjoys assisting NFL and college football coaches refine their coaching methods, from the comfort of his living room couch.

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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
Richard
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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