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Annie Heller

Associate Wealth Advisor & Investment Analyst
Education and Credentials
University of California, Santa Barbara
B.A. in Economics
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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.

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Annie
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Other Team Members

Brandon McAuslen
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Joe Mezzetta, CPA
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Lesny Espinoza
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Benjamin Kanter
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Rina Pineda, CPA, MST
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Teddy Weber, CPA
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Lexi Shaheri
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Peter Amling, CFP®
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Joshua Fein
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Flavia Nunes
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Richard Stucki
Senior Tax Reviewer
Samantha Orellana
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Daniel Atchinson
Junior Tax Associate
Dylan Drake
Marketing Associate
Kim Zajic
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Tyler Resh
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Charlotte Perkinson
HR & Talent Manager
Alejandra Guzman
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Raesa Martin
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Steve Racius
Associate Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Aimie Lalas
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Joe Fusaro
Director of Operations
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Tony Walsh
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Lioness Ebbay, Esq.
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Bardia Maghami
Vice President, Fund Operations
Morten Roness, MBA
Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Michelle Nanoff
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Nina Weiss
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Wyatt Gibson
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Jennifer Prendergast
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