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

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