Buildings

Steve Racius

Associate Wealth Advisor
Education and Credentials
California State University, Northridge
B.S. in Finance
SIE, Series 7 & 66 licenses, Life & Health Insurance Licenses, Notary Public certification

Steve was born in Seattle, WA, and has spent most of his life in the Thousand Oaks area of California's Conejo Valley. He began his college career at Villanova University before transferring to California State University, Northridge, where he earned a Bachelor of Science in Finance. His early years in college also included playing football, where he developed a strong sense of discipline, teamwork, and perseverance that has guided him throughout his career.

With over 20 years of experience in the Real Estate industry, Steve worked as an Escrow Officer and Manager for several companies, sharpening his skills in client relations, attention to detail, and problem-solving. In 2025, Steve returned to his true passion for finance, transitioning to the role of Financial Advisor at Ameriprise Financial. He holds several professional credentials, including his SIE, Series 7, and Series 66 licenses, as well as Life & Health Insurance Licenses and his Notary Public certification.

Steve’s mission is to help his clients plan for their financial future and secure their family’s well-being. Known for his detail-oriented approach, he is dedicated to providing each client with a personalized and exemplary experience. At SteelPeak, he offers tailored financial advice designed to meet the unique goals and values of every client.

Outside of work, Steve enjoys spending time with his wife, Amy, their two children, and their Bernedoodle. An avid sports fan, Steve loves watching all types of sports and regularly plays golf. He is also an active member of the Adventure Guides of Westlake Village, where he enjoys creating lasting memories camping with his son and daughter.

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

Other Team Members

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