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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

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