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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

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