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

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