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