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Andrea Chandos

Senior 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

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