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Peter Amling, CFP®

Vice President, Wealth Advisor
Education and Credentials
Marquette University
Bachelors of Science in Finance
CFP®
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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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Peter
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
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Other Team Members

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