Sports Management

STPK Sports
Wealth Solutions for Athletes
To serve the unique and evolving needs of athletes as they navigate the next phases of their scholastic and professional pursuits – in sports, business, and life.

How We Help Athletes

Contract & Career Planning
Pre- and post-contract signing wealth planning.
Investment Management
Portfolios built around irregular income and a short earning window, with access to institutional strategies through our Alpha Summit platform where suitability allows.
Estate Consulting
Estate Consulting
Estate planning for athletes and their families as they gain wealth.
Tax Consulting
Planning for NIL income reported on a 1099, revenue-share payments from your school, multi-state filing across a season schedule, and quarterly estimated payments.
Insurance
Life and disability policies specifically designed for athletes.
Agent & Attorney Coordination
We work alongside your agent, attorney, and accountant so your contracts and your financial plan are pointed in the same direction.
Financial Education for Athletes & Families
Education on stock market basics, financial planning, asset allocation, and life skills regarding wealth.
Asset Protection
Trust services and family planning around marriage, children, and divorce.
Legacy Planning
Helping establish philanthropic giving and community impact, including namesake and sponsorships.

NIL Services for College and High School Athletes

1. NIL Contract Review
Before you sign, we look at the financial side of the agreement: what you get paid, when the money actually lands, what you're obligated to deliver, and what the deal is worth after taxes. If the terms create a problem, you hear it from us first. Anything legal goes to your attorney, and we work with them directly.
2. NIL Tax Planning
The IRS treats NIL earnings as self-employment     income, which means quarterly estimated payments, self-employment tax, and often filings in more than one state. Our tax team handles this in house rather than sending you somewhere else.
3. Revenue-Share Planning
Money paid directly by your school follows different tax rules than a brand deal, and it doesn't open the same     retirement savings options. We plan around both at the same time.
4. Cash Flow & Budgeting
NIL money arrives in uneven amounts on an    unpredictable schedule. We build a simple structure for what gets spent, what gets set aside for taxes, and what gets invested.
5. Entity & Structure Guidance
Some athletes benefit from forming an LLC or a trust, and many don't. We tell you which situation you're in instead of selling you a structure.
6. Eligibility & Disclosure Tracking
Rules differ by state, conference, and school. We keep your deals documented and your disclosures current so compliance never becomes the thing that costs you.

STPK Sports Team

Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
  • NCAA Division I soccer at University of California, Santa Barbara
  • Over 20 years of industry experience
Luke Anderson,
SE-AWMA®
Sr. Vice President, Wealth Advisor
  • Certified as sports wealth management advisor
  • 10+ years of industry experience
Mike Shotton
Sr. Vice President, Wealth Advisor
  • Baseball at Stanford University, Stanford, California
  • Over 20 years of industry experience
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
  • Certified as sports wealth management advisor
  • 15+ years of industry experience
Jess Boone
Director of Client Development, SteelPeak Sports
  • M.S. in Counseling Psychology
  • Over 20 years in College Athletics