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Peter Amling, CFP®

Vice President, Wealth Advisor
Education and Credentials
Marquette University
Bachelors of Science in Finance
CFP®
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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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Peter
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
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Other Team Members

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