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

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