Buildings

Dylan Drake

Marketing Associate
Education and Credentials
San Diego State University
B.A. in Digital Media, Graphic Design Emphasis

Dylan, a West Coast native with over a decade of experience in design and marketing, plays a key role in elevating brand visibility and driving business growth for SteelPeak. In her role as Marketing Associate, she focuses on multi-channel campaigns, creative design, and digital brand strategy. With a background that blends strategy, creativity, and execution, she brings deep experience in AI-enabled workflows, outbound systems, and analytics-driven optimization.

Dylan holds a B.A. in Graphic Design from San Diego State University, where she graduated summa cum laude. Passionate about emerging technology, she has pursued professional training in AI-driven marketing, workflow automation, and digital innovation. She enjoys exploring how AI can streamline business operations, create efficiencies, and enhance campaigns that better connect with clients and prospects.

In her free time, Dylan loves spending time with her two teens. She enjoys hiking Southern California’s trails, attending live music and theater productions, and traveling off the beaten path.

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

Other Team Members

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