Buildings

Peter Amling, CFP®

Wealth Advisor
Education and Credentials
Marquette University
Bachelors of Science in Finance
CFP®

Peter Amling is a graduate of Marquette University, with a Bachelors of Science in Finance. He began his career at Ridge Investment Advisors in Chicago, where he gained valuable experience in managing high net worth investment portfolios and serving clients. In 2009 Peter founded Amling Investments as a way to bring financial advice to a wider audience. In 2012, he became a Certified Financial Planner (CFP®) professional. In 2025, Peter is excited integrate his business into SteelPeak Wealth and join their team serving clients. He enjoys traveling, trains, model trains, architecture, yoga, improv comedy and has performed at Second City in Chicago. Peter currently resides in Chicago with his daughter.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Peter
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
Richard Stucki
Senior Tax Reviewer
Stacy Borek, CFP®
Senior Tax Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Joshua Fein
Controller
Michelle Nanoff
Senior Client Service Associate
Anthony Kim
Portfolio Manager
Tyler Resh
Chief Growth Officer
Rich Winer
Vice President, Wealth Advisor
Lexi Shaheri
Client Service Associate
Lisa Tashtchian
Senior Client Service Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Sam Sosa, J.D.
Senior Vice President, Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Stephanie Valderrama
Administrative Assistant
Tony Walsh
Chief Operating Officer
Luke Everhart
Business Development Associate
Bardia Maghami
Fund Operations Associate
Cecilia Escobar
Senior Client Service Associate
Benjamin Kanter
Client Service Associate
Nicolo Gori
Client Service Associate
Josh Lev
Alternative Investment Associate
Justin Iskander, CPA
Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Steven Dymant
Director of Alternative Solutions
James Cordle
Senior Trader
Myles Bozinovski
Business Development Manager
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Drew Clanton
Operations Associate
Steve Racius
Associate Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Ryan Santiago
Operations Manager
Wayne T. Slappy
Wealth Advisor
Michael Nader, EA
Tax Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Nina Weiss
Client Service Associate
Kim Zajic
Chief Administration Officer
Maddie Zakarian
Administrative Specialist
Mike Janis
Sr. Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Teddy Weber, CPA
Tax Associate
JP Tran
Client Service Associate
Roger Lopez
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Dylan Drake
Marketing Associate
Jennifer Prendergast
Tax Operations Lead
Mike Shotton
Sr. Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Lioness Ebbay, Esq.
Director of Estate Consulting
Alexandra Miller
Full Charge Bookkeeper
Flavia Nunes
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Samantha Orellana
Client Service Associate
Joe Fusaro
Director of Operations
Andy Rosas
Operations Manager
Brandon McAuslen
Portfolio Manager
Raesa Martin
Client Service Associate
Airene Williamson
Chief Legal Officer
Shelby Brennan, CPA, CFP®
Senior Tax Consultant & Family Office Manager
Joseph Brandolino
Associate Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Aimie Lalas
Tax Administrator
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Senior Tax Associate
Annie Heller
Client Service Associate
Katherine Neto, AWMA®
Client Service Associate
Kingsley Choi
Wealth Advisor
Alejandra Guzman
Paralegal – Compliance Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Wyatt Gibson
Junior Tax Associate
Derek Ruan
Associate Wealth Advisor