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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. in Finance, with a concentration in Corporate Finance. He began his career at Fisher Investments, where he worked with prospective clients to understand their financial goals, evaluate their broader retirement picture, and guide them from their initial conversations with the firm through the client onboarding process.

Luke later relocated to Los Angeles to join SteelPeak Wealth, where he works closely with the firm’s advisors and prospective clients to understand their financial needs and connect them with the appropriate resources across the firm. His experience spans wealth management, tax planning, and other areas of SteelPeak’s offering. Luke is also involved in the firm’s growing work with athletes, helping connect them with resources across wealth management, tax strategy, and financial planning.

Outside of work, Luke enjoys hiking, playing basketball and golf, reading, and spending time with his wife 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

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