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Stephanie Valderrama

Administrative Assistant
Education and Credentials

In her position as Administrative Assistant Stephanie ensures the continuous flow of information within the office and supports the team with an extensive array of administrative tasks. Stephanie has been working in customer service for over eight years. She has been part of Options for Youth, an independent study program that allows her to discover her passion for writing. Stephanie welcomes new challenges as opportunities to learn and grow as a person. She believes that a strong support system is a vital part of success – that’s why she is driven to give back and support those around her.

Stephanie enjoys reading and hopes to write a book someday. She is also a fan of kickboxing and boxing.

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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
Stephanie
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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