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Peter Amling, CFP®

Vice President, 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

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