Buildings

Stephanie Valderrama

Administrative Assistant
Education and Credentials

In her position as Administrative Assistant Stephanie ensures the continuous flow of information within the office and supports the team with an extensive array of administrative tasks. Stephanie has been working in customer service for over eight years. She has been part of Options for Youth, an independent study program that allows her to discover her passion for writing. Stephanie welcomes new challenges as opportunities to learn and grow as a person. She believes that a strong support system is a vital part of success – that’s why she is driven to give back and support those around her.

Stephanie enjoys reading and hopes to write a book someday. She is also a fan of kickboxing and boxing.

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

Other Team Members

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