Buildings

Jackie Stafford

Sr. 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.

‍

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
No items found.
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
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

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