Buildings

Flavia Nunes

Wealth Advisor
Education and Credentials
University of Missouri-Kansas City

Flavia Nunes is a seasoned wealth advisor with a strong academic foundation and extensive industry experience. She holds a bachelor’s degree in business administration and a Master’s in International Business from the Bloch School of Business at Missouri. Flavia began her career at Bank of America as a branch manager, where she honed her leadership and client relationship skills. She later joined Merrill Lynch, serving as Financial Solutions Advisor, and advancing to Senior Financial Advisor, where she delivered tailored financial strategies to help clients achieve their goals.

As a native of Brazil fluent in Portuguese and Spanish, Flavia brings a global perspective and personalized approach to wealth management and SteelPeak Wealth. She specializes in empowering individuals, families, and business to achieve their financial goals through customized strategies tailored to their unique needs and aspirations.

Passionate about community involvement, Flavia enjoys assisting local businesses and fostering economic growth. Her expertise in retirement planning, portfolio management, wealth transfer, and tax-efficient strategies ensure every solution aligns with client goals and values. With 17 years of experience in the financial industry, Flavia brings a deep understanding of market trends, investment management, and risk mitigation. Whether working with multicultural clients or supporting entrepreneurs, Flavia’s goal is to provide clarity and confidence in financial decision making. When Flavia is not working, she enjoys volunteering, traveling, practicing Pilates, and attending baseball and football games with her family.

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

Other Team Members

Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Drew Clanton
Operations Associate
Derek Ruan
Associate Wealth Advisor
Joe Fusaro
Director of Operations
Joshua Fein
Controller
Bardia Maghami
Fund Operations Associate
Lucas McDonnell
Client Service Associate
Samantha Orellana
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Shelby Brennan, CPA, CFP®
Senior Tax Consultant & Family Office Manager
Tony Walsh
Chief Operating Officer
Morten Roness, MBA
Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Katherine Neto, AWMA®
Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Myles Bozinovski
Business Development Manager
Kingsley Choi
Wealth Advisor
Sam Sosa, J.D.
Senior Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Nicolo Gori
Client Service Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Alejandra Guzman
Paralegal – Compliance Associate
Jennifer Prendergast
Tax Operations Lead
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Stacy Borek, CFP®
Senior Tax Associate
Kim Zajic
Chief Administration Officer
Brandon McAuslen
Portfolio Manager
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Lisa Tashtchian
Senior Client Service Associate
Brendan Finneran
Senior Portfolio Manager
Annie Heller
Client Service Associate
Ryan Santiago
Operations Manager
Nina Weiss
Client Service Associate
Michelle Nanoff
Senior Client Service Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Peter Amling, CFP®
Wealth Advisor
Andy Rosas
Operations Manager
Tyler Resh
Chief Growth Officer
Steven Dymant
Director of Alternative Solutions
Mike Janis
Sr. Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Andrea Chandos
Senior Tax Administrator
Jordan Thatcher
Senior Tax Consultant
Richard Stucki
Senior Tax Reviewer
Teddy Weber, CPA
Tax Associate
Steve Racius
Associate Wealth Advisor
Anthony Kim
Portfolio Manager
Lexi Shaheri
Client Service Associate
Josh Lev
Alternative Investment Associate
Raesa Martin
Client Service Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Charlotte Perkinson
HR & Talent Manager
Wyatt Gibson
Junior Tax Associate
Michael Rashtian
Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Wayne T. Slappy
Wealth Advisor
James Cordle
Senior Trader
Airene Williamson
Chief Legal Officer
Maddie Zakarian
Administrative Specialist
Mike Shotton
Sr. Vice President, Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Leonard Green
Compliance Manager
Lioness Ebbay, Esq.
Director of Estate Consulting
Joe Mezzetta, CPA
Senior Tax Associate
Luke Everhart
Business Development Associate
Rich Winer
Vice President, Wealth Advisor
JP Tran
Client Service Associate
Joseph Brandolino
Associate Wealth Advisor
Justin Iskander, CPA
Wealth Advisor
Benjamin Kanter
Client Service Associate
Rachel Otto
Staff Accountant
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Dylan Drake
Marketing Associate