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.

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
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

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