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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

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