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Jennifer Prendergast

Director of Tax Operations
Education and Credentials
Santa Barbara City College / University of California, Santa Barbara

With nearly four decades of experience in public accounting, Jennifer brings a comprehensive and relationship-driven approach to tax preparation and firm operations. Her deep expertise in tax filing compliance, accounting processes, and client service stems from a career that has spanned every aspect of a CPA firm, from preparing tax returns and managing client relationships to overseeing firm operations, bookkeeping support and technology integration.

Jennifer has built lasting relationships throughout the Santa Barbara community, providing knowledgeable guidance and a calm, supportive presence to clients navigating their tax and accounting needs. At SteelPeak, she continues to leverage her extensive experience to ensure clear communication, trust, and a positive client experience.

She studied accounting and business at Santa Barbara City College and the University of California, Santa Barbara. Outside of work, she enjoys spending time with her adult sons, her black lab Sadie, and her family and friends. She has recently discovered a love for golf and looks forward to traveling more while continuing to embrace a peaceful, fulfilling life outside the office.

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

Other Team Members

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