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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

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