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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

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