Buildings

Rachel Otto

Staff Accountant
Education and Credentials
Western Michigan University
Bachelor of Fine Arts, Theater

As the firm’s Staff Accountant, Rachel Otto brings more than 20 years of experience specializing in financial reporting, accounts payable, accounts receivable, payroll, reconciliations, billing, and audit support. She has supported businesses across multiple industries with dependable, detail-oriented accounting expertise to ensure accuracy, compliance, and efficiency. Prior to her career in accounting, she served as a police officer, where she developed strong skills in problem solving, integrity driven decision making, and working under pressure. She brings that same discipline and accountability to her work in finance.

Rachel is originally from Michigan and has lived in Los Angeles since 1995. She graduated from Western Michigan University with a Bachelor of Fine Arts degree.

Outside of work, Rachel enjoys traveling, relaxing with her cats, and making jewelry.

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

Other Team Members

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