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.

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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

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