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

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