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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.

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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
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

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Nicolo Gori
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Steve Racius
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Luke Anderson, SE-AWMA®
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Justin Iskander, CFP®, CPA, MBA
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Lexi Shaheri
Client Service Associate
Jennifer Prendergast
Tax Operations Lead
Mike Janis
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Dylan Drake
Marketing Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Lesny Espinoza
Tax Associate
Benjamin Kanter
Client Service Associate
Joe Fusaro
Director of Operations
Richard Stucki
Senior Tax Reviewer
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Joshua Fein
Controller
Rachel Otto
Staff Accountant
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Wayne T. Slappy
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Stephanie Valderrama
Administrative Assistant
Steven K. Ridgeway, CPA
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Michael Rashtian
Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Bardia Maghami
Vice President, Fund Operations
Rina Pineda, CPA, MST
Director of Tax Consulting
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Peter Amling, CFP®
Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
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Drew Clanton
Operations Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Raesa Martin
Client Service Associate
Wyatt Gibson
Junior Tax Associate
Joe Mezzetta, CPA
Senior Tax Associate
Daniel Atchinson
Junior Tax Associate
Katherine Neto, AWMA®
Client Service Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Robert Venezia
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JP Tran
Client Service Associate
Teddy Weber, CPA
Tax Associate
Nina Weiss
Client Service Associate
Josh Lev
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Morten Roness, MBA
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Myles Bozinovski
Business Development Manager
Annie Heller
Associate Wealth Advisor & Investment Analyst
Leonard Green
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Brendan Finneran
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Lisa Tashtchian
Sr. Client Service Associate
Aimie Lalas
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Alejandra Guzman
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Brandon McAuslen
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Samantha Orellana
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Michael Nader, EA
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Jordan Thatcher
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Cecilia Umbel
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Shelby Brennan, CPA, CFP®
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Operations Manager
Stacy Borek, CFP®
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