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Allison Garcia

Tax Administrator
Education and Credentials
University of California, Santa Barbara
B.A. in English, Minor in Spanish

Allison Garcia is a Tax Administrator at SteelPeak Tax Consulting. She is originally from Calexico, but moved to Santa Barbara where she got her bachelor's degree in English with a minor in Spanish from University of California, Santa Barbara. She has a background of administrative work and executive leadership support. Outside of work, Allison enjoys crafting, going to the beach, being with friends and family and hanging out with her dog, Skye.

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

Other Team Members

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Michael Rashtian
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Sam Sosa, J.D.
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Rina Pineda, CPA, MST
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Annie Heller
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Daniel Atchinson
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Ethan Ashbrook, CFP®
Associate Wealth Advisor
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Jordan Peterson, CPFA®
Wealth Advisor
Brandon McAuslen
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Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Tyler Resh
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Myles Bozinovski
Business Development Manager
Andrew Moss
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Jackie Stafford
Sr. Client Service Associate
Lisa Tashtchian
Sr. Client Service Associate
Jordan Thatcher
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Leonard Green
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Alejandra Guzman
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Dylan Drake
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Josh Lev
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Raesa Martin
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Samantha Orellana
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Founding Partner, CIO
Morten Roness, MBA
Vice President, Wealth Advisor
Cecilia Umbel
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Mike Shotton
Sr. Vice President, Wealth Advisor
Michael Nader, EA
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Steven K. Ridgeway, CPA
Tax Services Lead
Michelle Nanoff
Sr. Client Service Associate
Luke Everhart
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Kiras Persky
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James Cordle
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Derek Ruan
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Lesny Espinoza, EA
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Tony Walsh
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Flavia Nunes
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Ali Zamani AIF®, CFS®, CAS®
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Lioness Ebbay, Esq.
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Rachel Otto
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Peter Amling, CFP®
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Alexandra Miller
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Wyatt Gibson
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Lucas McDonnell
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