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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

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