Buildings

Aimie Lalas

Tax Administrator
Education and Credentials
University of California, Santa Barbara
B.A., Communication

As a Tax Administrator at SteelPeak, Aimie brings extensive experience in administration and bookkeeping, supporting professionals and businesses across hospitality and office operations. Her strong background has shaped her into a detail-oriented and dependable professional who works to make every process as smooth and perfect as possible.

With a long history in administrative work, Aimie felt ready to run toward new opportunities and found them in tax services. She’s drawn to the balance between structure and problem-solving, where every number tells a story and every detail matters. Known for her fearless approach to learning and adaptability, Aimie enjoys creating order in complex systems and believes that steady effort, teamwork, and thoughtful communication turn daily work into lasting impact.

She strives to bring something great to every task she takes on and approaches challenges happily, knowing each one is a chance to learn. She also stays fireproof under pressure and believes that growth often comes through little things done well.

Aimie approaches her work and life with care and intention, knowing that dedication and consistency communicate better than words. Outside of work, she enjoys keeping up with sports, exploring media literacy, and volunteering with the stateside efforts of Baan Immanuel, an overseas orphanage. But the one thing she values most is time spent with her family and friends.

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

Other Team Members

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