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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

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