Buildings

Christine Mueller Coley, CFP®, CDFA®

Sr. Vice President, 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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

Rachel Otto
Staff Accountant
Lioness Ebbay, Esq.
Director of Estate Consulting
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Ryan Santiago
Operations Manager
Joe Fusaro
Director of Operations
Joshua Fein
Controller
Anthony Kim
Portfolio Manager
Noah Barrionuevo
Associate
Annie Heller
Associate Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Lesny Espinoza, EA
Tax Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Brendan Finneran
Senior Portfolio Manager
Bardia Maghami
Vice President, Fund Operations
Harley Guzman
Office Manager & Junior Paralegal
Bradley Triana
Tax Consultant
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Cecilia Umbel
Client Service Manager
Dalia Dardoon
Associate Wealth Advisor
Heather Hinrichs
Wealth Advisor
Michael Gansfuss
Market Director, Alpha Summit
Andy Rosas
AI Strategy & Operations Manager
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Adriana Carrillo
Accounting & Administrative Associate
Jessica Donovan, CFP®, AIF®, SE-AWMA®
Sr. Wealth Advisor
Leonard Green
Compliance Manager
Alexandra Miller
Full Charge Bookkeeper
Mary Berg, CPA/PFS
Technical Reviewer
Enrique Vargas
Market Director
Roger Lopez
Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Rich Winer
Vice President, Wealth Advisor
Jason Hart
Director of Operations
Stephen Fringer
Systems & Reporting Manager
Jackie Stafford
Sr. Client Service Associate
Nicole Bezerra
HR Associate
Natalie Arias
Office Manager & Administrative Assistant
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Kim Zajic
Chief Administrative Officer
Flavia Nunes
Sr. Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
James Cordle
Senior Trader
Emelyne Ham
Sr. Client Service Associate
Wayne T. Slappy
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Luke Everhart
Business Development Associate
Aimie Lalas
Tax Administrator
Lisa Tashtchian
Sr. Client Service Associate
Dylan Drake
Marketing Associate
Jess Boone
Director of Client Development, SteelPeak Sports
Josh Lev
Vice President, Investment Research
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Tai Habib
Senior Client Service Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Andrew Moss
Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Curtis Cooper
Associate Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Ashley Payrits
Alternative Investments Analyst
Jonathan Sheen
Junior Portfolio Manager
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Derek Ruan
Wealth Advisor
Jack Martin
Associate Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Kingsley Choi
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Jennifer Prendergast
Director of Tax Operations
Andrea Chandos
Sr. Tax Administrator
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Jordan Peterson, CPFA®
Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Tony Walsh
Chief Operating Officer
Patrick Oliver, MST, EA
Senior Tax Consultant
Michelle Nanoff
Sr. Client Service Associate
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Myles Bozinovski
Sr. Market Director
Brandon McAuslen
Portfolio Manager
Laila Bahman
Associate
Kiras Persky
Deputy General Counsel
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Joseph Brandolino
Associate Wealth Advisor