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

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