Buildings

Lioness Ebbay, Esq.

Director of Estate Consulting
Education and Credentials

Lioness Ebbay is an Estate Planning Attorney whose specialty includes protecting families from Conservatorship and Probate Court, and assisting entrepreneurs with Business Formations and Asset Protection.

She loves taking every opportunity, be it live or virtual, to educate the community about the importance of Living Trusts, Power of Attorneys, and preserving your family’s legacy. Lioness is passionate about creating personally tailored Estate Plans for her clients who believe that inheritances can pave the way for generational wealth. She has helped hundreds of families set up Living Trusts to preserve their family wealth.

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

Other Team Members

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