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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

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