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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

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