Buildings

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.

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
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

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