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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.

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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
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
Joe Mezzetta, CPA
Tax Preparation Manager
Alexandra Miller
Full Charge Bookkeeper
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Curtis Cooper
Associate Wealth Advisor
Brandon McAuslen
Portfolio Manager
Jason Hart
Director of Operations
Jordan Thatcher
Senior Tax Consultant
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Jordan Peterson, CPFA®
Wealth Advisor
Michael Gansfuss
Business Development Manager, Alpha Summit
Bradley Triana
Tax Consultant
Adam Greenwald
Sr. Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Harley Guzman
Office Manager & Junior Paralegal
Ryan Santiago
Operations Manager
Myles Bozinovski
Business Development Manager
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
James Cordle
Senior Trader
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Patrick Oliver, MST, EA
Senior Tax Consultant
Jess Boone
Director of Client Development, SteelPeak Sports
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Robert Venezia
Sr. Vice President, Wealth Advisor
Jack Martin
Associate Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Anthony Kim
Portfolio Manager
Jonathan Sheen
Junior Portfolio Manager
Jennifer Prendergast
Tax Operations Lead
Josh Lev
Vice President, Investment Research
Andrew Moss
Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Samantha Orellana
Client Service Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Derek Ruan
Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Lioness Ebbay, Esq.
Director of Estate Consulting
Dylan Drake
Marketing Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Roger Lopez
Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Noah Barrionuevo
Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Jackie Stafford
Sr. Client Service Associate
JP Tran
Client Service Associate
Annie Heller
Associate Wealth Advisor & Investment Analyst
Joe Fusaro
Director of Operations
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Kiras Persky
Deputy General Counsel
Joshua Fein
Controller
Natalie Arias
Office Manager & Administrative Assistant
Luke Everhart
Business Development Associate
Brendan Finneran
Senior Portfolio Manager
Andy Rosas
AI Strategy & Operations Manager
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Lesny Espinoza, EA
Tax Associate
Dalia Dardoon
Associate Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Leonard Green
Compliance Manager
Enrique Vargas
Business Development
Camille Reyes
Associate
Andrea Chandos
Sr. Tax Administrator
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Stephen Fringer
Systems & Reporting Manager
Daniel Atchinson
Junior Tax Associate
Teddy Weber, CPA
Tax Associate
Lisa Tashtchian
Sr. Client Service Associate
Tyler Resh
Chief Growth Officer
Laila Bahman
Associate
Stephanie Valderrama
Administrative Assistant
Michael Rashtian
Vice President, Wealth Advisor
Kim Zajic
Chief Administrative Officer
Cecilia Umbel
Client Service Manager
Michelle Nanoff
Sr. Client Service Associate