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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.

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Ethan Ashbrook, CFP®
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Rachel Otto
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Kim Zajic
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Dylan Drake
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Michelle Nanoff
Sr. Client Service Associate
Jordan Thatcher
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Jordan Peterson, CPFA®
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Maz Esmailbeigi AIF®, CFS®, CAS®
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Justin Iskander, CFP®, CPA, MBA
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Wyatt Gibson
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Dalia Dardoon
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Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
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Katherine Neto, AWMA®
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Nina Weiss
Sr. Client Service Associate
Sam Sosa, J.D.
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Tony Walsh
Chief Operating Officer
Kiras Persky
Deputy General Counsel
Joshua Fein
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Michael Rashtian
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Derek Ruan
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Daniel Atchinson
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Stephanie Valderrama
Administrative Assistant
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Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
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Rina Pineda, CPA, MST
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Airene Williamson
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Ceasar Garvida, CFP®, CIMA®
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JP Tran
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Bardia Maghami
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Robert Venezia
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Michael Nader, EA
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Steven K. Ridgeway, CPA
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Lesny Espinoza, EA
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Lioness Ebbay, Esq.
Director of Estate Consulting
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