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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

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