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

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