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

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