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

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Michael Nader, EA
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Bardia Maghami
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JP Tran
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Shelby Brennan, CPA, CFP®
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Andrea Chandos
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Peter Amling, CFP®
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Derek Ruan
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Joe Mezzetta, CPA
Senior Tax Associate
Katherine Neto, AWMA®
Client Service Associate
Wyatt Gibson
Junior Tax Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Lioness Ebbay, Esq.
Director of Estate Consulting
Steven Dymant
Director of Alternative Solutions
Stephanie Valderrama
Administrative Assistant
Jordan Thatcher
Senior Tax Consultant
Leonard Green
Compliance Manager
Mike Shotton
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Joseph Brandolino
Associate Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Mark Koellner, CFP®, CRPC®
Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
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Annie Heller
Client Service Associate
Michelle Nanoff
Senior Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Airene Williamson
Chief Legal Officer
Rich Winer
Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Benjamin Kanter
Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Aimie Lalas
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Maddie Zakarian
Administrative Specialist
Ali Zamani AIF®, CFS®, CAS®
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Sam Sosa, J.D.
Senior Vice President, Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Drew Clanton
Operations Associate
Luke Everhart
Business Development Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Rina Pineda, CPA, MST
Director of Tax Consulting
Cecilia Escobar
Senior Client Service Associate
Jennifer Prendergast
Tax Operations Lead
Steven K. Ridgeway, CPA
Tax Services Lead
Raesa Martin
Client Service Associate
Dylan Drake
Marketing Associate
Anthony Kim
Portfolio Manager
Brandon McAuslen
Portfolio Manager
Lucas McDonnell
Client Service Associate
Ryan Santiago
Operations Manager
Michael Rashtian
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Brendan Finneran
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Charlotte Perkinson
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Justin Iskander, CPA
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Lexi Shaheri
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Nicolo Gori
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Joshua Fein
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Stacy Borek, CFP®
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