Buildings

Richard Stucki

Senior Tax Reviewer
Education and Credentials
Utah Tech University
AA in Accounting
EA (Enrolled Agent)

Richard L. Stucki, EA, is an Enrolled Agent of more than 30 years, licensed by the Internal Revenue Service and based in Tucson, AZ. Richard has a total of over 40 years’ experience working in the tax and accounting industry, including preparing compiled financial statements. He was raised in the Bay Area of California for majority of his life, before moving to Tucson, AZ, 11 years ago. He also lived 5 years on and off in Utah and spent 1 summer in Kyoto, Japan. He received his AA degree in Accounting from Utah Tech University in St. George, Utah, back before the advent of personal computers.

Richard has worked in all areas of taxation including business returns such as S corps, LLCs, partnerships, C corps, trusts, individual returns, and even a few estate tax returns (Form 706). He is looking forward to supporting the firm in addressing client needs, including, but not limited to, estate and tax planning for the future.

Richard was once an avid badminton player and bowler, but he is no longer able to enjoy these pursuits as much, due to arthritis. Rich enjoys assisting NFL and college football coaches refine their coaching methods, from the comfort of his living room couch.

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

Other Team Members

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