Buildings

Alexandra Miller

Full Charge Bookkeeper
Education and Credentials
California State University, Chico
B.S. in Business Administration, Accounting

Alexandra is an experienced accounting professional with over 10 years in the field, bringing a diverse background across CPA firms, real estate investment, biotechnology, and professional employer organizations (PEOs). A graduate of California State University, Chico, where she earned a Bachelor’s degree in Accounting, Alexandra has developed a comprehensive understanding of both the technical and strategic aspects of financial management.

Throughout her career, Alexandra has built a reputation for precision, integrity, and adaptability—excelling in environments that demand both analytical rigor and business insight. She is passionate about leveraging financial data to drive smarter decision-making and sustainable growth across industries.

Outside of her professional life, Alexandra enjoys live music, spending quality time with family and friends, exercising, and participating in anything creative.

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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
Alexandra
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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