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

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