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

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