Buildings

Harley Guzman

Office Manager & Junior Paralegal
Education and Credentials
Vanguard University
B.A. in Business Administration, Concentration in Management

Harley brings experience in administrative support, legal documentation, and client organizational management to her role as Junior Paralegal & Office Manager at SteelPeak Wealth. She supports daily office operations, legal and administrative processes, and team-focused initiatives while maintaining a high level of organization, professionalism, and attention to detail.

Harley earned her Bachelor's degree in Business Administration with a Management concentration from Vanguard University, where she developed a strong foundation in business operations, organizational leadership, and team collaboration. Fluent in both English and Spanish, she is passionate about streamlining office operations and building meaningful relationships. She takes pride in fostering a collaborative work environment and contributing to an organized workplace.

A Southern California native, Harley enjoys spending time with family and friends, traveling, staying active, and exploring new restaurants.

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

Other Team Members

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