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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

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