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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

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