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Samantha Orellana

Client Service Associate
Education and Credentials
University of San Diego

Samantha, a Washington, D.C. native, is a finance professional with five years of experience in the financial services industry, specializing in banking and investor relations. She graduated in 2021 from the University of San Diego with a B.S. in Finance. She is passionate about helping businesses navigate the complexities of finance, focusing on strategic growth and investment opportunities.

Known for her ability to embrace challenges and perform under pressure, Samantha thrives in fast-paced environments and enjoys tackling complex problems. Outside of her professional life, she’s an avid cook and passionate traveler.

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

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Joseph Auday, CFP®, CRPC®
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James Cordle
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Shelby Brennan, CPA, CFP®
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Tax Services Lead
Tyler Resh
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Stacy Borek, CFP®
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Steve Racius
Associate Wealth Advisor
Josh Lev
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Annie Heller
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Luke Everhart
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Nicolo Gori
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Lucas McDonnell
Client Service Associate
Drew Clanton
Operations Associate
Daniel Atchinson
Junior Tax Associate
Lisa Tashtchian
Sr. Client Service Associate
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
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Jordan Thatcher
Senior Tax Consultant
Jennifer Prendergast
Tax Operations Lead
Alejandra Guzman
Paralegal – Compliance Associate
Teddy Weber, CPA
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Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
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Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Joe Fusaro
Director of Operations
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Jackie Stafford
Client Service Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Michael Nader, EA
Tax Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Wyatt Gibson
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Peter Amling, CFP®
Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
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Mark Koellner, CFP®, CRPC®
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Allison Garcia
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Christine Mueller Coley, CFP®, CDFA®
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Katherine Neto, AWMA®
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Alexandra Miller
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Andrea Chandos
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Wayne T. Slappy
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Morten Roness, MBA
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Ryan Saidi, AIF®
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Charlotte Perkinson
HR & Talent Manager
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Lesny Espinoza
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JP Tran
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