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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

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Brandon McAuslen
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Steven Dymant
Director of Alternative Solutions
Joseph Auday, CFP®, CRPC®
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Wayne T. Slappy
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Andy Rosas
Operations Manager
Peter Amling, CFP®
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Michelle Nanoff
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Tony Walsh
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Dylan Drake
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JP Tran
Client Service Associate
James Cordle
Senior Trader
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Annie Heller
Client Service Associate
Joshua Fein
Controller
Kim Zajic
Chief Administration Officer
Nina Weiss
Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Lexi Shaheri
Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Justin Iskander, CPA
Wealth Advisor
Drew Clanton
Operations Associate
Leonard Green
Compliance Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Luke Everhart
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Roger Lopez
Wealth Advisor
Michael Nader, EA
Tax Associate
Pete Alliegro, CFA
Director of Business Development
Katherine Neto, AWMA®
Client Service Associate
Rachel Otto
Staff Accountant
Airene Williamson
Chief Legal Officer
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Benjamin Kanter
Client Service Associate
Cecilia Escobar
Senior Client Service Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Wyatt Gibson
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Alexandra Miller
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Charlotte Perkinson
HR & Talent Manager
Lisa Tashtchian
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Joseph Brandolino
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Zack Farooquee, AAMS®, AIF®
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Sam Sosa, J.D.
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Tyler Resh
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Flavia Nunes
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Morten Roness, MBA
Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Robert Venezia
Sr. Vice President, Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Andrea Chandos
Senior Tax Administrator
Teddy Weber, CPA
Tax Associate
Nicolo Gori
Client Service Associate
Derek Ruan
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