Buildings

Jordan Peterson, CPFA®

Wealth Advisor
Education and Credentials
University of Wyoming
B.S. in Finance
CPFA®

Jordan is a financial advisor at SteelPeak Wealth with over 11 years of experience helping individuals, families, and business owners build and protect their financial futures. Having launched his career with Edward Jones through their financial advisor career development program, he built a strong foundation in client-focused financial planning before transitioning into the independent RIA space — motivated by a deep commitment to serving clients in a true fiduciary capacity.

Jordan holds a degree in Finance from the University of Wyoming’s College of Business, giving him a disciplined, analytical approach to wealth management. Throughout his career, he has cultivated lasting relationships built on trust, transparency, and personalized guidance tailored to each client's unique goals. He is deeply passionate about financial education, believing that an informed client is an empowered one. By taking the time to explain complex financial concepts in clear, meaningful terms, he ensures his clients feel confident and in control of their financial futures.

Growing up in a family business that got its start in his grandfather's garage gave him a firsthand appreciation for the sacrifices, hard work, and unique financial challenges that business owners face every day. That experience drives his passion for working with entrepreneurs and business owners, helping them not only grow their businesses but also protect what they've worked so hard to build.

Beyond his work with clients, Jordan is committed to giving back to his community. Whether through volunteer work, local involvement, or mentoring others, he believes that strong communities are built one relationship at a time. He also serves as a youth baseball coach, where he channels the same passion for teamwork, discipline, and development that defines his approach to financial planning.

A proud Wyoming native, Jordan remains deeply connected to his roots. He can often be found fishing in mountain streams or exploring the outdoors, making his way back to the Rockies whenever possible. He is also an avid music fan who enjoys live concerts. Above all, he treasures time with his wife Brittany and their four children, and brings that same sense of loyalty and care to every client relationship at SteelPeak Wealth.

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

Other Team Members

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