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

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