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.

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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
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

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