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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

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