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Jennifer Prendergast

Tax Operations Lead
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

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