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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

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