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

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