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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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Drew Clanton
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Brendan Finneran
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Rachel Otto
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Lesny Espinoza
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Wyatt Gibson
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Steve Racius
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Ryan Santiago
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
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Josh Lev
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Stacy Borek, CFP®
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Nina Weiss
Client Service Associate
Anthony Kim
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Ceasar Garvida, CFP®, CIMA®
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Shelby Brennan, CPA, CFP®
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Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Aimie Lalas
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Katherine Neto, AWMA®
Client Service Associate
Joe Mezzetta, CPA
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Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Jennifer Prendergast
Tax Operations Lead
Wayne T. Slappy
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Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Bardia Maghami
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Morten Roness, MBA
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Joshua Fein
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Teddy Weber, CPA
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Sam Sosa, J.D.
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Tyler Resh
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Alexandra Miller
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Steven K. Ridgeway, CPA
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Dylan Drake
Marketing Associate
Nicolo Gori
Client Service Associate
Brandon McAuslen
Portfolio Manager
Tony Walsh
Chief Operating Officer
Robert Venezia
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Benjamin Kanter
Client Service Associate
Jordan Thatcher
Senior Tax Consultant
Michael Rashtian
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Lioness Ebbay, Esq.
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Lucas McDonnell
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