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

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