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Lisa Tashtchian

Sr. Client Service Associate
Education and Credentials

Lisa grew up in Los Angeles, CA and graduated with a Bachelor’s Degree in Business Administration from the Cal State University, Northridge. Prior to SteelPeak, Lisa was a branch manager for Chase Bank, and has been in the financial industry for over 23 years. Throughout her career she has had the innate ability to assess clients needs and build long lasting relationships.

In her spare time, Lisa loves to travel and learn about different cultures. She enjoys spending quality time with her friends and family, attend art exhibits, live concerts and hockey games.

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

Other Team Members

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Richard Stucki
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Kingsley Choi
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Rachel Otto
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Raesa Martin
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Peter Amling, CFP®
Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Joshua Fein
Controller
Joe Fusaro
Director of Operations
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
JP Tran
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Nina Weiss
Client Service Associate
Jess Boone
Director of Client Development, SteelPeak Sports
Rich Winer
Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Lucas McDonnell
Client Service Associate
Cecilia Umbel
Client Service Manager
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Myles Bozinovski
Business Development Manager
Aimie Lalas
Tax Administrator
Teddy Weber, CPA
Tax Associate
Allison Garcia
Tax Administrator
Mike Janis
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Derek Ruan
Wealth Advisor
Jennifer Prendergast
Tax Operations Lead
Joseph Brandolino
Associate Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Kim Zajic
Chief Administrative Officer
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Stephanie Valderrama
Administrative Assistant
Brendan Finneran
Senior Portfolio Manager
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Wyatt Gibson
Junior Tax Associate
Andrea Chandos
Senior Tax Administrator
Flavia Nunes
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Michael Nader, EA
Tax Associate
Kiras Persky
Deputy General Counsel
Robert Venezia
Sr. Vice President, Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Daniel Atchinson
Junior Tax Associate
Lesny Espinoza
Tax Associate
Andy Rosas
AI Strategy & Operations Manager
Bardia Maghami
Vice President, Fund Operations
Alexandra Miller
Full Charge Bookkeeper
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Alejandra Guzman
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Samantha Orellana
Client Service Associate
Dylan Drake
Marketing Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Michael Rashtian
Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
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Wayne T. Slappy
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Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
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Tyler Resh
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Luke Everhart
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Nicolo Gori
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James Cordle
Senior Trader
Maz Esmailbeigi AIF®, CFS®, CAS®
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Charlotte Perkinson
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Ethan Ashbrook, CFP®
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