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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

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