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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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