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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

Harley Guzman
Office Manager & Junior Paralegal
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Rich Winer
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Stephen Fringer
Systems & Reporting Manager
Peter Amling, CFP®
Vice President, Wealth Advisor
Dalia Dardoon
Associate Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Ashley Payrits
Alternative Investments Analyst
Michael Nader, EA
Tax Associate
Noah Barrionuevo
Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Joe Fusaro
Director of Operations
Jason Hart
Director of Operations
Charlotte Perkinson
HR & Talent Manager
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Andy Rosas
AI Strategy & Operations Manager
Curtis Cooper
Associate Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Annie Heller
Associate Wealth Advisor
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Jessica Donovan, CFP®, AIF®, SE-AWMA®
Sr. Wealth Advisor
Joshua Fein
Controller
Andrea Chandos
Sr. Tax Administrator
Myles Bozinovski
Sr. Market Director
Bardia Maghami
Vice President, Fund Operations
Katherine Neto, AWMA®
Client Service Associate
Cecilia Umbel
Client Service Manager
Lioness Ebbay, Esq.
Director of Estate Consulting
Laila Bahman
Associate
Michelle Nanoff
Sr. Client Service Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Bradley Triana
Tax Consultant
Jack Martin
Associate Wealth Advisor
Patrick Oliver, MST, EA
Senior Tax Consultant
Rachel Otto
Staff Accountant
Jennifer Prendergast
Director of Tax Operations
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Michael Gansfuss
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Leonard Green
Compliance Manager
Luke Everhart
Business Development Associate
Brendan Finneran
Senior Portfolio Manager
Rina Pineda, CPA, MST
Director of Tax Consulting
Ryan Santiago
Operations Manager
Mike Janis
Sr. Vice President, Wealth Advisor
Brandon McAuslen
Portfolio Manager
Wayne T. Slappy
Wealth Advisor
Anthony Kim
Portfolio Manager
Enrique Vargas
Market Director
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Mike Shotton
Sr. Vice President, Wealth Advisor
Derek Ruan
Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Justin Iskander, CFP®, CPA, MBA
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Founding Partner, CEO
Jess Boone
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Aimie Lalas
Tax Administrator
Andrew Moss
Wealth Advisor
Kiras Persky
Deputy General Counsel
Robert Venezia
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Roger Lopez
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James Cordle
Senior Trader
Jackie Stafford
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Mary Berg, CPA/PFS
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Jordan Peterson, CPFA®
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Joe Mezzetta, CPA
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Michael Rashtian
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Josh Lev
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Tyler Resh
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Kingsley Choi
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Dylan Drake
Marketing Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Lisa Tashtchian
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Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Teddy Weber, CPA
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