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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

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