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Jackie Stafford

Client Service Associate
Education and Credentials
Villanova University
B.S. in Marketing
Book a Complimentary Consultation

Jackie serves as a Client Service Associate at SteelPeak Wealth, bringing a blend of operational experience and a deep commitment to customer service. Her professional journey is rooted in a "client-first" philosophy, developed over twelve years of combined experience in wealth management and retail operations. Jackie is a graduate of Villanova University's School of Business with a BS in Marketing.

Originally from New Jersey, Jackie now embraces the active lifestyle of Santa Monica. She can be found enjoying the beach, practicing yoga, or on the hiking trail. She is a lover of the arts and looks forward to time spent traveling with her two children.

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Career Highlights
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Schedule a Meeting with
Jackie
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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