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

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