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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

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