Buildings

Daniel Atchinson

Junior Tax Associate
Education and Credentials
Gonzaga University
B.B.A. in Accounting

Daniel is an accounting professional with three years of experience in private industry, bringing a strong foundation in financial reporting, analysis, and day-to-day accounting operations. A graduate of Gonzaga University, where he earned a degree in Accounting, Daniel has developed a solid understanding of core accounting principles and their practical application in a business environment.

Throughout his career, Daniel has demonstrated a commitment to accuracy, reliability, and continuous learning. He approaches his work with a thoughtful, detail-oriented mindset and values collaboration, integrity, and contributing to efficient financial processes that support organizational goals.

Outside of his professional life, Daniel enjoys staying active by playing basketball and spending time with friends and family.

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

Other Team Members

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