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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

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