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

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