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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

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