Buildings

Lioness Ebbay, Esq.

Director of Estate Consulting
Education and Credentials

Lioness Ebbay is an Estate Planning Attorney whose specialty includes protecting families from Conservatorship and Probate Court, and assisting entrepreneurs with Business Formations and Asset Protection.

She loves taking every opportunity, be it live or virtual, to educate the community about the importance of Living Trusts, Power of Attorneys, and preserving your family’s legacy. Lioness is passionate about creating personally tailored Estate Plans for her clients who believe that inheritances can pave the way for generational wealth. She has helped hundreds of families set up Living Trusts to preserve their family wealth.

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

Other Team Members

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