Buildings

Annie Heller

Associate Wealth Advisor
Education and Credentials
University of California, Santa Barbara
B.A. in Economics
Book a Complimentary Consultation

Annie joined SteelPeak Wealth as a Client Service Associate after earning her B.A. in Economics from the University of California, Santa Barbara and currently serves as an Associate Wealth Advisor and Investment Analyst. She directly supports the three founding partners of the firm while also advising her own book of clients. A Thousand Oaks native, she brings prior experience in wealth management and works closely with high-net worth and ultra-high-net-worth clients on portfolio analysis, investment research, and ongoing client support. In addition to wealth advisory, Annie is also a key member of the SteelPeak Estate Consulting team.

Annie has passed the Series 65, Series 66, and Securities Industry Essentials (SIE) exams and holds the Bloomberg Market Concepts certification. She is particularly interested in investments and market research and is known for her attention to detail, analytical mindset, responsiveness, and client-first approach.

Outside of work, Annie enjoys dancing, knitting, reading, going to Pilates classes, and spending time with her three cats.

‍

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
No items found.
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
Annie
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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