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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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