Buildings

Annie Heller

Associate Wealth Advisor
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

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