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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

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