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

Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Andy Rosas
AI Strategy & Operations Manager
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Michael Gansfuss
Market Director, Alpha Summit
Josh Lev
Vice President, Investment Research
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Rich Winer
Vice President, Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Alexandra Miller
Full Charge Bookkeeper
Andrea Chandos
Sr. Tax Administrator
Bardia Maghami
Vice President, Fund Operations
Cecilia Umbel
Client Service Manager
Stephen Fringer
Systems & Reporting Manager
Patrick Oliver, MST, EA
Senior Tax Consultant
Rachel Otto
Staff Accountant
Daniel Atchinson
Junior Tax Associate
Mary Berg, CPA/PFS
Technical Reviewer
Jason Hart
Director of Operations
Kim Zajic
Chief Administrative Officer
Harley Guzman
Office Manager & Junior Paralegal
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Wyatt Gibson
Junior Tax Associate
James Cordle
Senior Trader
Joe Fusaro
Director of Operations
Jackie Stafford
Sr. Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Ashley Payrits
Alternative Investments Analyst
Katherine Neto, AWMA®
Client Service Associate
Andrew Moss
Wealth Advisor
Anthony Kim
Portfolio Manager
Jess Boone
Director of Client Development, SteelPeak Sports
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Michelle Nanoff
Sr. Client Service Associate
Brandon McAuslen
Portfolio Manager
Jordan Peterson, CPFA®
Wealth Advisor
Jack Martin
Associate Wealth Advisor
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Tony Walsh
Chief Operating Officer
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Peter Amling, CFP®
Vice President, Wealth Advisor
Natalie Arias
Office Manager & Administrative Assistant
Mike Shotton
Sr. Vice President, Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Aimie Lalas
Tax Administrator
Robert Venezia
Sr. Vice President, Wealth Advisor
Enrique Vargas
Market Director
Derek Ruan
Wealth Advisor
Ryan Santiago
Operations Manager
Curtis Cooper
Associate Wealth Advisor
Annie Heller
Associate Wealth Advisor
Luke Everhart
Business Development Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Jonathan Sheen
Junior Portfolio Manager
Wayne T. Slappy
Wealth Advisor
Dalia Dardoon
Associate Wealth Advisor
Kingsley Choi
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Teddy Weber, CPA
Tax Associate
Jennifer Prendergast
Director of Tax Operations
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Laila Bahman
Associate
Kiras Persky
Deputy General Counsel
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Noah Barrionuevo
Associate
Jessica Donovan, CFP®, AIF®, SE-AWMA®
Sr. Wealth Advisor
Michael Nader, EA
Tax Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Morten Roness, MBA
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
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Bradley Triana
Tax Consultant
Brendan Finneran
Senior Portfolio Manager
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Michael Rashtian
Vice President, Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Myles Bozinovski
Sr. Market Director
Steven K. Ridgeway, CPA
Tax Services Lead
Roger Lopez
Wealth Advisor