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.

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Wyatt Gibson
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Kiras Persky
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Rina Pineda, CPA, MST
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Michelle Nanoff
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Jennifer Prendergast
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Brandon McAuslen
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Shelby Brennan, CPA, CFP®
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Patrick Oliver, MST, EA
Senior Tax Consultant
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Daniel Atchinson
Junior Tax Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
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Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Jackie Stafford
Sr. Client Service Associate
Ryan Saidi, AIF®
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Joseph Brandolino
Associate Wealth Advisor
Noah Barrionuevo
Associate
Dalia Dardoon
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Lioness Ebbay, Esq.
Director of Estate Consulting
Mike Shotton
Sr. Vice President, Wealth Advisor
Joe Fusaro
Director of Operations
Laila Bahman
Associate
Luke Everhart
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Lesny Espinoza, EA
Tax Associate
Jason Hart
Director of Operations
Michael Nader, EA
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Jordan Peterson, CPFA®
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Josh Lev
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Rich Winer
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Ryan Santiago
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Ashley Payrits
Alternative Investments Analyst
Natalie Arias
Office Manager & Administrative Assistant
Aimie Lalas
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Wayne T. Slappy
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Steven K. Ridgeway, CPA
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