Buildings

Alexandra Miller

Full Charge Bookkeeper
Education and Credentials
California State University, Chico
B.S. in Business Administration, Accounting

Alexandra is an experienced accounting professional with over 10 years in the field, bringing a diverse background across CPA firms, real estate investment, biotechnology, and professional employer organizations (PEOs). A graduate of California State University, Chico, where she earned a Bachelor’s degree in Accounting, Alexandra has developed a comprehensive understanding of both the technical and strategic aspects of financial management.

Throughout her career, Alexandra has built a reputation for precision, integrity, and adaptability—excelling in environments that demand both analytical rigor and business insight. She is passionate about leveraging financial data to drive smarter decision-making and sustainable growth across industries.

Outside of her professional life, Alexandra enjoys live music, spending quality time with family and friends, exercising, and participating in anything creative.

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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
Alexandra
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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