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

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