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Annie Heller

Associate Wealth Advisor & Investment Analyst
Education and Credentials
University of California, Santa Barbara
B.A. in Economics
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Annie joined SteelPeak Wealth as a Client Service Associate after earning her B.A. in Economics from the University of California, Santa Barbara and currently serves as an Associate Wealth Advisor and Investment Analyst. She directly supports the three founding partners of the firm while also advising her own book of clients. A Thousand Oaks native, she brings prior experience in wealth management and works closely with high-net worth and ultra-high-net-worth clients on portfolio analysis, investment research, and ongoing client support. In addition to wealth advisory, Annie is also a key member of the SteelPeak Estate Consulting team.

Annie has passed the Series 65, Series 66, and Securities Industry Essentials (SIE) exams and holds the Bloomberg Market Concepts certification. She is particularly interested in investments and market research and is known for her attention to detail, analytical mindset, responsiveness, and client-first approach.

Outside of work, Annie enjoys dancing, knitting, reading, going to Pilates classes, and spending time with her three cats.

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Annie
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Other Team Members

Cecilia Umbel
Client Service Manager
Andrea Chandos
Senior Tax Administrator
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Derek Ruan
Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Samantha Orellana
Client Service Associate
Steven Dymant
Director of Alternative Solutions
Joshua Fein
Controller
Lisa Tashtchian
Sr. Client Service Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Josh Lev
Alternative Investment Associate
Lexi Shaheri
Client Service Associate
Jennifer Prendergast
Tax Operations Lead
Teddy Weber, CPA
Tax Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Nina Weiss
Client Service Associate
Lucas McDonnell
Client Service Associate
Tyler Resh
Chief Growth Officer
Anthony Kim
Portfolio Manager
Stephanie Valderrama
Administrative Assistant
Joe Fusaro
Director of Operations
Lesny Espinoza
Tax Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Nicolo Gori
Client Service Associate
Bardia Maghami
Fund Operations Associate
Tony Walsh
Chief Operating Officer
Dylan Drake
Marketing Associate
Richard Stucki
Senior Tax Reviewer
Michael Nader, EA
Tax Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Kim Zajic
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Andy Rosas
Operations Manager
Steve Racius
Associate Wealth Advisor
Raesa Martin
Client Service Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Ryan Santiago
Operations Manager
Joe Mezzetta, CPA
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Brendan Finneran
Senior Portfolio Manager
Mark Koellner, CFP®, CRPC®
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Brandon McAuslen
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Katherine Neto, AWMA®
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Benjamin Kanter
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Leonard Green
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Roger Lopez
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JP Tran
Client Service Associate
Wyatt Gibson
Junior Tax Associate
Luke Everhart
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James Cordle
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Maddie Zakarian
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Shelby Brennan, CPA, CFP®
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Charlotte Perkinson
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Rina Pineda, CPA, MST
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Alexandra Miller
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Steven K. Ridgeway, CPA
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Michael Rashtian
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Morten Roness, MBA
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Justin Iskander, CPA
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Jordan Thatcher
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Rachel Otto
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Maz Esmailbeigi AIF®, CFS®, CAS®
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