Buildings

Luke Everhart

Business Development Associate
Education and Credentials
University of Texas at Dallas
B.S. degree in Finance, with a concentration in Corporate Finance

Luke was born and raised in Dallas, Texas, and graduated from the University of Texas at Dallas with a B.S. degree in Finance, with a concentration in Corporate Finance. He began his career at Fisher Investments as a Sales Specialist, where he supported the outside sales team in their onboarding efforts and worked with clients to review their holistic retirement picture. This experience set the stage for Luke to relocate to Los Angeles to join SteelPeak Wealth, where he is excited to use his experience to contribute to the team’s continued growth and success.

In his free time, Luke enjoys hiking, playing basketball and golf, reading, and spending time with his fiancé and dog.

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

Other Team Members

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