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