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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.

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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
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

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