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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

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