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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

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