Buildings

Wyatt Gibson

Junior Tax Associate
Education and Credentials
University of California, Santa Barbara
Bachelor of Arts in Economics & Accounting

Wyatt Gibson is an emerging accounting professional with more than a year of hands-on experience in tax preparation, compliance, and client advisory services. A graduate of the University of California, Santa Barbara, where he earned his degree in Economics and Accounting, Wyatt is currently working toward his CPA license and has quickly built a reputation for reliability, precision, and a strong grasp of core tax concepts.

Wyatt’s experience spans a broad range of areas—including S corporations, LLCs, and individual taxation—allowing him to support clients with diverse needs and financial goals. His versatility across entity types and tax situations enables him to approach engagements with efficiency and accuracy, delivering practical solutions even in complex scenarios.

Known for his fast, client-focused service, Wyatt takes a problem-solving approach to every engagement. He is committed to understanding each client’s unique situation, ensuring they receive clear guidance, thoughtful strategy, and a smooth, well-executed tax experience.

Outside of work, Wyatt enjoys golfing, staying active in the gym, and continually developing both his personal and professional skills.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

Other Team Members

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