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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

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