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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

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