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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.
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Charlotte Perkinson
HR & Talent Manager
Tyler Resh
Chief Growth Officer
Mark Koellner, CFP®, CRPC®
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Laila Bahman
Associate
Lucas McDonnell
Client Service Associate
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
Jason Hart
Director of Operations
Anthony Kim
Portfolio Manager
Robert Venezia
Sr. Vice President, Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Jennifer Prendergast
Tax Operations Lead
Tony Walsh
Chief Operating Officer
Joe Mezzetta, CPA
Tax Preparation Manager
Mike Janis
Sr. Vice President, Wealth Advisor
Cecilia Umbel
Client Service Manager
Bradley Triana
Tax Consultant
Kingsley Choi
Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Curtis Cooper
Associate Wealth Advisor
Adam Greenwald
Sr. Client Service Associate
Lesny Espinoza, EA
Tax Associate
Katherine Neto, AWMA®
Client Service Associate
Wayne T. Slappy
Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Brendan Finneran
Senior Portfolio Manager
Harley Guzman
Office Manager & Junior Paralegal
Michael Rashtian
Vice President, Wealth Advisor
Andrew Moss
Wealth Advisor
Joshua Fein
Controller
Kim Zajic
Chief Administrative Officer
Flavia Nunes
Sr. Vice President, Wealth Advisor
Derek Ruan
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Ethan Ashbrook, CFP®
Associate Wealth Advisor
Samantha Orellana
Client Service Associate
Stephanie Valderrama
Administrative Assistant
Jordan Thatcher
Sr. Tax Consultant
Myles Bozinovski
Business Development Manager
JP Tran
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Dalia Dardoon
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Ali Zamani AIF®, CFS®, CAS®
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Daniel Atchinson
Junior Tax Associate
Aimie Lalas
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Michael Gansfuss
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James Cordle
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Jonathan Sheen
Junior Portfolio Manager
Jack Martin
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Andy Rosas
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Joseph Auday, CFP®, CRPC®
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Nina Weiss
Sr. Client Service Associate
Roger Lopez
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Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
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Staff Accountant
Dylan Drake
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Rina Pineda, CPA, MST
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Sr. Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
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Michelle Nanoff
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Ryan Saidi, AIF®
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Shelby Brennan, CPA, CFP®
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Jordan Peterson, CPFA®
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Christine Mueller Coley, CFP®, CDFA®
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Jackie Stafford
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Airene Williamson
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Justin Iskander, CFP®, CPA, MBA
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Steven Dymant
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Andrea Chandos
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Morten Roness, MBA
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Camille Reyes
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Michael Nader, EA
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Sam Sosa, J.D.
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Teddy Weber, CPA
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Leonard Green
Compliance Manager
Allison Garcia
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