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®) who is passionate about helping clients identify and achieve their financial goals by developing long-lasting relationships and simplifying the process to create peace of mind. She has specialized experience serving clients with international financial needs, including cross-border planning, currency considerations, and global portfolio diversification. Christine also brings deep expertise in building custom options and income models to help clients balance risk with predictable cash flow. As a Certified Divorce Financial Analyst (CDFA®), she provides critical guidance during complex transitions, helping clients navigate the financial and emotional aspects of divorce to ensure they are informed, confident, and supported throughout the process.

In her free time, Christine enjoys gardening, baking, fly fishing and camping 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

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