Buildings

Jess Boone

Director of Client Development, SteelPeak Sports
Education and Credentials
University at Albany; Manhattan College
B.A. in Business, M.S. in Counseling Psychology

Jessica Boone is Director of Client Development, SteelPeak Sports, based in Chapel Hill, North Carolina. In her role, she leads the Sports Division of SteelPeak Wealth, focusing on the unique and evolving needs of athletes as they transition through scholastic and professional stages. Jessica works closely with athletes and their families to bridge the worlds of sports, business, and everyday life—helping them plan strategically for both the present and the future.

With a distinctive background as a Division I college coach and athletics administrator, and over 20 years in College Athletics, Jessica brings a deep understanding of the challenges and opportunities facing today’s athletes. Her experience enables her to educate, support, and guide clients with insight and assist in creating goals.

Jessica earned her M.S. in Counseling Psychology from Manhattan College, where she also served as a graduate assistant coach. She holds a B.A. in Business from the University at Albany (NY), where she was a four-year Division I lacrosse player and received Player of the Year honors.

Outside of her professional work, Jessica enjoys spending time with her two sons and supporting her husband, Scott, a Division I college football coach.

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

Other Team Members

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