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