Buildings

Andrea Chandos

Senior Tax Administrator
Education and Credentials
Santa Barbara City College
A.S. in Accounting

Andrea Chandos has over 16 years of experience in the accounting and tax industry. She began her career as an Administrative Assistant at a CPA firm, where she developed a strong foundation in client relations, document management, and tax process coordination. Through dedication, Andrea advanced into increasingly responsible roles and now serves as a Senior Tax Administrator at SteelPeak Tax Consulting, LLC.

In her current role, Andrea oversees the firm’s front office and manages a wide range of client services, including bookkeeping, trust accounting, and tax process management. She works closely with clients to maintain accurate financial records, ensure compliance with tax deadlines, and support fiduciaries with trust and estate accounting. Andrea’s hands-on approach and attention to detail make her a trusted and dependable resource for both clients and colleagues.

Andrea holds an Associate Degree in Accounting from Santa Barbara City College and attended the University of California, Santa Barbara.

Outside of work, Andrea enjoys an active and well-balanced lifestyle. Having grown up in Santa Barbara, she continues to stay closely connected to the community she calls home. She is an avid bowler, competing in leagues and tournaments across the western states, and also enjoys horseback riding, camping, and hiking with her Mini Australian Shepherd, Moxley.

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
Andrea
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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