Buildings

Dylan Drake

Marketing Associate
Education and Credentials
San Diego State University
B.A. in Digital Media, Graphic Design Emphasis

Dylan, a West Coast native with over a decade of experience in design and marketing, plays a key role in elevating brand visibility and driving business growth for SteelPeak. In her role as Marketing Associate, she focuses on multi-channel campaigns, creative design, and digital brand strategy. With a background that blends strategy, creativity, and execution, she brings deep experience in AI-enabled workflows, outbound systems, and analytics-driven optimization.

Dylan holds a B.A. in Graphic Design from San Diego State University, where she graduated summa cum laude. Passionate about emerging technology, she has pursued professional training in AI-driven marketing, workflow automation, and digital innovation. She enjoys exploring how AI can streamline business operations, create efficiencies, and enhance campaigns that better connect with clients and prospects.

In her free time, Dylan loves spending time with her two teens. She enjoys hiking Southern California’s trails, attending live music and theater productions, and traveling off the beaten path.

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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
Dylan
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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