Buildings

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.

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
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

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