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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

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