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

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