Buildings

Wyatt Gibson

Junior Tax Associate
Education and Credentials
University of California, Santa Barbara
Bachelor of Arts in Economics & Accounting

Wyatt Gibson is an emerging accounting professional with more than a year of hands-on experience in tax preparation, compliance, and client advisory services. A graduate of the University of California, Santa Barbara, where he earned his degree in Economics and Accounting, Wyatt is currently working toward his CPA license and has quickly built a reputation for reliability, precision, and a strong grasp of core tax concepts.

Wyatt’s experience spans a broad range of areas—including S corporations, LLCs, and individual taxation—allowing him to support clients with diverse needs and financial goals. His versatility across entity types and tax situations enables him to approach engagements with efficiency and accuracy, delivering practical solutions even in complex scenarios.

Known for his fast, client-focused service, Wyatt takes a problem-solving approach to every engagement. He is committed to understanding each client’s unique situation, ensuring they receive clear guidance, thoughtful strategy, and a smooth, well-executed tax experience.

Outside of work, Wyatt enjoys golfing, staying active in the gym, and continually developing both his personal and professional skills.

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

Other Team Members

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