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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

Kim Zajic
Chief Administration Officer
Cecilia Umbel
Client Service Manager
Lesny Espinoza
Tax Associate
Michael Rashtian
Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
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Tax Services Lead
Alexandra Miller
Full Charge Bookkeeper
Robert Venezia
Sr. Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Senior Tax Associate
Charlotte Perkinson
HR & Talent Manager
Bardia Maghami
Vice President, Fund Operations
Michelle Nanoff
Sr. Client Service Associate
Benjamin Kanter
Client Service Associate
Katherine Neto, AWMA®
Client Service Associate
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Richard Stucki
Senior Tax Reviewer
Raesa Martin
Client Service Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Josh Lev
Vice President, Investment Research
Rachel Otto
Staff Accountant
Wayne T. Slappy
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Anthony Kim
Portfolio Manager
Brendan Finneran
Senior Portfolio Manager
Peter Amling, CFP®
Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Lexi Shaheri
Client Service Associate
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Brandon McAuslen
Portfolio Manager
Aimie Lalas
Tax Administrator
Roger Lopez
Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Steve Racius
Associate Wealth Advisor
Myles Bozinovski
Business Development Manager
Airene Williamson
Chief Legal & Compliance Officer
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
James Cordle
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Michael Nader, EA
Tax Associate
Rich Winer
Vice President, Wealth Advisor
Derek Ruan
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Dylan Drake
Marketing Associate
Leonard Green
Compliance Manager
Drew Clanton
Operations Associate
Andrea Chandos
Senior Tax Administrator
Nina Weiss
Client Service Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Tony Walsh
Chief Operating Officer
Jennifer Prendergast
Tax Operations Lead
Lioness Ebbay, Esq.
Director of Estate Consulting
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Joshua Fein
Controller
Steven Dymant
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Joe Fusaro
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Mike Shotton
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
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Justin Iskander, CFP®, CPA, MBA
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Zack Farooquee, AAMS®, AIF®
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JP Tran
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