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Andrea Chandos

Sr. Tax Administrator
Education and Credentials
Santa Barbara City College
A.S. in Accounting

Andrea Chandos has over 16 years of experience in the accounting and tax industry. She began her career as an Administrative Assistant at a CPA firm, where she developed a strong foundation in client relations, document management, and tax process coordination. Through dedication, Andrea advanced into increasingly responsible roles and now serves as a Senior Tax Administrator at SteelPeak Tax Consulting, LLC.

In her current role, Andrea oversees the firm’s front office and manages a wide range of client services, including bookkeeping, trust accounting, and tax process management. She works closely with clients to maintain accurate financial records, ensure compliance with tax deadlines, and support fiduciaries with trust and estate accounting. Andrea’s hands-on approach and attention to detail make her a trusted and dependable resource for both clients and colleagues.

Andrea holds an Associate Degree in Accounting from Santa Barbara City College and attended the University of California, Santa Barbara.

Outside of work, Andrea enjoys an active and well-balanced lifestyle. Having grown up in Santa Barbara, she continues to stay closely connected to the community she calls home. She is an avid bowler, competing in leagues and tournaments across the western states, and also enjoys horseback riding, camping, and hiking with her Mini Australian Shepherd, Moxley.

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

Other Team Members

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