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.

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Andy Rosas
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Steven Dymant
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Richard Stucki
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Samantha Orellana
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Andrea Chandos
Senior Tax Administrator
Lisa Tashtchian
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Katherine Neto, AWMA®
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Morten Roness, MBA
Vice President, Wealth Advisor
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Staff Accountant
Steven K. Ridgeway, CPA
Tax Services Lead
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Wealth Advisor
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Sr. Vice President, Wealth Advisor
Flavia Nunes
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Rich Winer
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Pete Alliegro, CFA
Director of Business Development
Joseph Auday, CFP®, CRPC®
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Wyatt Gibson
Junior Tax Associate
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Paralegal – Compliance Associate
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Aimie Lalas
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Lioness Ebbay, Esq.
Director of Estate Consulting
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Senior Tax Associate
Michelle Nanoff
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Luke Everhart
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Maz Esmailbeigi AIF®, CFS®, CAS®
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Luke Anderson, SE-AWMA®
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Kim Zajic
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Airene Williamson
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Tax Operations Lead
Justin Iskander, CPA
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Joe Mezzetta, CPA
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Lexi Shaheri
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Christine Mueller Coley, CFP®, CDFA®
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Ceasar Garvida, CFP®, CIMA®
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