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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

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