Buildings

Flavia Nunes

Sr. Vice President, Wealth Advisor
Education and Credentials
University of Missouri-Kansas City

Flavia Nunes is a seasoned wealth advisor with a strong academic foundation and extensive industry experience. She holds a bachelor’s degree in business administration and a Master’s in International Business from the Bloch School of Business at Missouri. Flavia began her career at Bank of America as a branch manager, where she honed her leadership and client relationship skills. She later joined Merrill Lynch, serving as Financial Solutions Advisor, and advancing to Senior Financial Advisor, where she delivered tailored financial strategies to help clients achieve their goals.

As a native of Brazil fluent in Portuguese and Spanish, Flavia brings a global perspective and personalized approach to wealth management and SteelPeak Wealth. She specializes in empowering individuals, families, and business to achieve their financial goals through customized strategies tailored to their unique needs and aspirations.

Passionate about community involvement, Flavia enjoys assisting local businesses and fostering economic growth. Her expertise in retirement planning, portfolio management, wealth transfer, and tax-efficient strategies ensure every solution aligns with client goals and values. With 17 years of experience in the financial industry, Flavia brings a deep understanding of market trends, investment management, and risk mitigation. Whether working with multicultural clients or supporting entrepreneurs, Flavia’s goal is to provide clarity and confidence in financial decision making. When Flavia is not working, she enjoys volunteering, traveling, practicing Pilates, and attending baseball and football games with her family.

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

Other Team Members

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