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.

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
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

Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Wyatt Gibson
Junior Tax Associate
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Ryan Santiago
Operations Manager
Jordan Peterson, CPFA®
Wealth Advisor
Joe Fusaro
Director of Operations
Myles Bozinovski
Sr. Market Director
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Bardia Maghami
Vice President, Fund Operations
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Dalia Dardoon
Associate Wealth Advisor
Laila Bahman
Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Peter Amling, CFP®
Vice President, Wealth Advisor
Josh Lev
Vice President, Investment Research
Kingsley Choi
Wealth Advisor
Harley Guzman
Office Manager & Junior Paralegal
Morten Roness, MBA
Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Annie Heller
Associate Wealth Advisor
Jack Martin
Associate Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Michael Rashtian
Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Jonathan Sheen
Junior Portfolio Manager
Lesny Espinoza, EA
Tax Associate
Mary Berg, CPA/PFS
Technical Reviewer
Rina Pineda, CPA, MST
Director of Tax Consulting
Natalie Arias
Office Manager & Administrative Assistant
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Luke Everhart
Business Development Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Airene Williamson
Chief Legal & Compliance Officer
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
James Cordle
Senior Trader
Wayne T. Slappy
Wealth Advisor
Bradley Triana
Tax Consultant
Brandon McAuslen
Portfolio Manager
Lisa Tashtchian
Sr. Client Service Associate
Andy Rosas
AI Strategy & Operations Manager
Kiras Persky
Deputy General Counsel
Teddy Weber, CPA
Tax Associate
Roger Lopez
Wealth Advisor
Cecilia Umbel
Client Service Manager
Curtis Cooper
Associate Wealth Advisor
Rachel Otto
Staff Accountant
Tony Walsh
Chief Operating Officer
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Jessica Donovan, CFP®, AIF®, SE-AWMA®
Sr. Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Michael Nader, EA
Tax Associate
Patrick Oliver, MST, EA
Senior Tax Consultant
Aimie Lalas
Tax Administrator
Noah Barrionuevo
Associate
Ashley Payrits
Alternative Investments Analyst
Mike Janis
Sr. Vice President, Wealth Advisor
Stephen Fringer
Systems & Reporting Manager
Jennifer Prendergast
Director of Tax Operations
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Joshua Fein
Controller
Enrique Vargas
Market Director
Michelle Nanoff
Sr. Client Service Associate
Derek Ruan
Wealth Advisor
Jackie Stafford
Sr. Client Service Associate
Alexandra Miller
Full Charge Bookkeeper
Michael Gansfuss
Market Director, Alpha Summit
Dylan Drake
Marketing Associate
Katherine Neto, AWMA®
Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Robert Venezia
Sr. Vice President, Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Kim Zajic
Chief Administrative Officer
Andrea Chandos
Sr. Tax Administrator
Jess Boone
Director of Client Development, SteelPeak Sports
Tyler Resh
Chief Growth Officer
Andrew Moss
Wealth Advisor
Anthony Kim
Portfolio Manager
Jason Hart
Director of Operations
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Flavia Nunes
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor