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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

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