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

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