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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

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