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.

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
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

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