Buildings

Jess Boone

Director of Client Development, SteelPeak Sports
Education and Credentials
University at Albany; Manhattan College
B.A. in Business, M.S. in Counseling Psychology

Jessica Boone is Director of Client Development, SteelPeak Sports, based in Chapel Hill, North Carolina. In her role, she leads the Sports Division of SteelPeak Wealth, focusing on the unique and evolving needs of athletes as they transition through scholastic and professional stages. Jessica works closely with athletes and their families to bridge the worlds of sports, business, and everyday life—helping them plan strategically for both the present and the future.

With a distinctive background as a Division I college coach and athletics administrator, and over 20 years in College Athletics, Jessica brings a deep understanding of the challenges and opportunities facing today’s athletes. Her experience enables her to educate, support, and guide clients with insight and assist in creating goals.

Jessica earned her M.S. in Counseling Psychology from Manhattan College, where she also served as a graduate assistant coach. She holds a B.A. in Business from the University at Albany (NY), where she was a four-year Division I lacrosse player and received Player of the Year honors.

Outside of her professional work, Jessica enjoys spending time with her two sons and supporting her husband, Scott, a Division I college football coach.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

Other Team Members

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