Buildings

Christine Mueller Coley, CFP®, CDFA®

Wealth Advisor
Education and Credentials
Montana State University Billings
CFP®, CDFA®

Christine Mueller Coley is a Wealth Advisor at SteelPeak Wealth with over 21 years of experience in the financial services industry. Christine worked as an Investment Consultant at Scottrade and TD Ameritrade, and as a Private Client Advisor at JP Morgan before joining SteelPeak. A Montana native, she earned her Bachelor of Science in Business Administration with options in Finance and Economics. After spending time working in Chicago as an advisor, she returned to her home state of Montana where she currently resides.

Christine is a Certified Financial Planner (CFP®). She is passionate about helping clients identify and achieve their financial goals by developing long-lasting relationships and making the process easy and creating peace of mind. She is also a Certified Divorce Financial Analyst (CDFA®), with the goal to help clients navigate difficult times and ensure they are involved in an equitable process.

In her free time, Christine enjoys cooking, gardening, camping, fly fishing, and hiking with her husband, Jason.

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Career Highlights
  • 17 years at Scottrade/TD Ameritrade (TDA bought Scottrade)
  • 3 years at JP Morgan
  • Volunteer with local animal shelters
Why did you get into wealth management?
Financial Planning can be stressful and overwhelming for people. I wanted to focus on ways to streamline the process and help clients feel more in control of their finances.
What do you enjoy most about the work you do for SteelPeak clients?
SteelPeak really is client focused. We create amazing portfolios, use the best resources and software, build amazing teams, and treat people well. Larger firms definitely do not do this. They just want to save money and cut corners.
What do you love to do outside of work?
My husband and I love to camp, hike, fly fish and in the winter we love watching football together. I also love to cook, bake and garden.
What is your favorite book or quote?
“In any moment of decision, the best thing you can do is the right thing. The worst thing you can do is nothing.” Theodore Roosevelt
Schedule a Meeting with
Christine
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Leonard Green
Compliance Manager
Katherine Neto, AWMA®
Client Service Associate
Billy Yeh
Director of Insurance Solutions
Vladislav Donets
Senior Associate - Alternatives
Spencer Mittin
Client Service Associate
Eric Chamberlain
Vice President, Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Brendan Finnerman
Senior Portfolio Manager
Airene Williamson
Chief Legal Officer
Rina Pineda, CPA, MST
Director of Tax Consulting
Summer Larzelere
Senior Tax Consultant
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Chris Shelburne
Director of Corporate Development
Nick Sailer
Investment Analyst
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Alexis Prigo
Executive Assistant
Morten Roness, MBA
Vice President, Wealth Advisor
Sam Sosa
Wealth Advisor
Omeri Davidi
Operations Associate
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
James Cotton
Operations Associate
James Cordle
Senior Trader
Cecilia Escobar
Senior Client Service Associate
Lisa Tashtchian
Business Development Coordinator
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Kim Zajic
Chief Administration Officer
Stephanie Valderrama
Administrative Assistant
Brian Matthews, CFP®
Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Victoria Harding
Corporate Development Analyst
Nicolo Gori
Client Service Associate
Matthew Keller
Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Bardia Maghami
Fund Operations Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Robert Venezia
Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Lexi Shaheri
Client Service Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Tony Walsh
Chief Operating Officer
Roger Lopez
Wealth Advisor
Kingsley Choi
Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Flavia Nunes
Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Amalia Uribe
Human Resources Manager
Joshua Fein
Controller
Tyler Resh
Chief Growth Officer
Pete Alliegro, CFA
Director of Business Development
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Joseph Brandolino
Client Service Associate
Daisy Stinson
Client Service Associate
Justin Iskander, CPA
Investment Analyst
Colin Kapp
Director of Marketing
Mike Janis
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate