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.

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Samantha Orellana
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Wealth Advisor
Anthony Kim
Portfolio Manager
Josh Lev
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Andrew H. Jacobson
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Wayne T. Slappy
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Tony Walsh
Chief Operating Officer
Flavia Nunes
Sr. Vice President, Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Katherine Neto, AWMA®
Client Service Associate
Steve Racius
Associate Wealth Advisor
Rachel Otto
Staff Accountant
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Jess Boone
Director of Client Development, SteelPeak Sports
Derek Ruan
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
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Associate Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Nina Weiss
Sr. Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Dalia Dardoon
Associate Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Aimie Lalas
Tax Administrator
Joshua Fein
Controller
Laila Bahman
Associate
Jordan Thatcher
Senior Tax Consultant
Daniel Atchinson
Junior Tax Associate
Alejandra Guzman
Paralegal – Compliance Associate
Jordan Peterson, CPFA®
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Lesny Espinoza, EA
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Myles Bozinovski
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Andrew Moss
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Allison Garcia
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Kingsley Choi
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Jennifer Prendergast
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Rina Pineda, CPA, MST
Director of Tax Consulting
Raesa Martin
Client Service Associate
Wyatt Gibson
Junior Tax Associate
JP Tran
Client Service Associate
Bardia Maghami
Vice President, Fund Operations
Kiras Persky
Deputy General Counsel
Mike Janis
Sr. Vice President, Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
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Shelby Brennan, CPA, CFP®
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Teddy Weber, CPA
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Andrea Chandos
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Charlotte Perkinson
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Jackie Stafford
Sr. Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
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Vice President, Wealth Advisor
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Sr. Vice President, Wealth Advisor
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Sr. Vice President, Wealth Advisor
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Andy Rosas
AI Strategy & Operations Manager
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Michael Nader, EA
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