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Natalie Arias

Office Manager & Administrative Assistant
Education and Credentials
California State University, San Bernardino
B.A. in Communication, with a concentration in Public Relations

Natalie brings extensive experience in executive support and office operations to her role at SteelPeak Wealth. Prior to joining the firm, she supported senior leadership teams and managed event logistics and organizational initiatives across both the nonprofit and private sectors. Natalie is known for her strong organizational skills, attention to detail, and dedication to delivering seamless experiences for clients and colleagues alike. She earned a Bachelor of Arts in Communications with a concentration in Public Relations from California State University, San Bernardino.

When she's not at work, Natalie enjoys spending her time outdoors, finding new restaurants, and visiting local art galleries and museums throughout Los Angeles.

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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
Natalie
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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