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

Andrew H. Jacobson
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Robert Venezia
Sr. Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
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Wyatt Gibson
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Roger Lopez
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Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
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Tony Walsh
Chief Operating Officer
Morten Roness, MBA
Vice President, Wealth Advisor
Dalia Dardoon
Associate Wealth Advisor
JP Tran
Client Service Associate
Andrew Moss
Wealth Advisor
Ryan Santiago
Operations Manager
Joe Fusaro
Director of Operations
Teddy Weber, CPA
Tax Associate
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Charlotte Perkinson
HR & Talent Manager
Raesa Martin
Client Service Associate
Anthony Kim
Portfolio Manager
Bardia Maghami
Vice President, Fund Operations
Nicolo Gori
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Daniel Atchinson
Junior Tax Associate
Brandon McAuslen
Portfolio Manager
Kiras Persky
Deputy General Counsel
Steven K. Ridgeway, CPA
Tax Services Lead
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Rina Pineda, CPA, MST
Director of Tax Consulting
Mike Shotton
Sr. Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Michael Rashtian
Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Myles Bozinovski
Business Development Manager
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Andy Rosas
AI Strategy & Operations Manager
Airene Williamson
Chief Legal & Compliance Officer
Lisa Tashtchian
Sr. Client Service Associate
Ceasar Garvida, CFP®, CIMA®
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Steve Racius
Associate Wealth Advisor
Jess Boone
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Jordan Peterson, CPFA®
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Mike Janis
Sr. Vice President, Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Jason Hart
Director of Operations
Jordan Thatcher
Senior Tax Consultant
Curtis Cooper
Associate Wealth Advisor
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Cecilia Umbel
Client Service Manager
Rich Winer
Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Andrea Chandos
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Jackie Stafford
Sr. Client Service Associate
Michelle Nanoff
Sr. Client Service Associate
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Alejandra Guzman
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Annie Heller
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Ali Zamani AIF®, CFS®, CAS®
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Nina Weiss
Sr. Client Service Associate
Joe Mezzetta, CPA
Tax Preparation Manager
Brendan Finneran
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James Cordle
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Lioness Ebbay, Esq.
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Tax Administrator
Laila Bahman
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Administrative Assistant
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Kingsley Choi
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Alexandra Miller
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Katherine Neto, AWMA®
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Stacy Borek, CFP®
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Allison Garcia
Tax Administrator
Tyler Resh
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Michael Nader, EA
Tax Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
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