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. 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

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