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Heidi Wilson, WMCP®, CDFA®

Wealth Advisor
Education and Credentials
University of Texas
WMCP®, CDFA®, SE-AWMA®

Heidi brings to the firm 16 years of financial advisory experience. She got her start at Merrill Lynch in September of 2008 in Southern California. While at Bank of America, she was promoted from Merrill Edge to US Trust.

In 2014, Heidi and her husband Stan moved their family to New Mexico – her childhood home, and the state for which her family traces back over 300 years. From New Mexico, Heidi has served as Private Client Advisor for TIAA, Bank of the West, as well as, for the last three years, JP Morgan. Her expertise ranges from financial planning to private banking and credit.

Heidi holds a Bachelor’s degree from the University of Texas and the designations of Wealth Management Certified Professional®, a Sports & Entertainment Accredited Wealth Management Advisor, and Certified Divorce Financial Analyst®. She enjoys traveling, cooking, yoga, horses, and all things woodworking/DIY, but most importantly hanging out with her three children Cruz, 10, Eva,10, Olivia, 7, and their dog Raven.

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Career Highlights
  • With 16 years of experience in the wealth management business and having most recently spent time as a financial advisor at JP Morgan, Heidi brings an impressive background to SteelPeak.
  • She holds the designations of Wealth Management Certified Professional®, Sports & Entertainment Accredited Wealth Management Advisor, and Certified Divorce Financial Analyst.
Why did you get into wealth management?
I chose to go into wealth management because I've always been fascinated by the intersection of financial health and literacy and personal goals.
What do you enjoy most about the work you do for SteelPeak clients?
What I enjoy most abut the work I do with clients is the opportunity to build deep, trusting relationships and make a tangible difference in their lives.
What do you love to do outside of work?
Spending time with my kids, woodworking, gardening, all things creative.
What is your favorite book or quote?
The Four Agreements by don Miguel Ruiz
Schedule a Meeting with
Heidi
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Sam Sosa, J.D.
Wealth Advisor
Lisa Tashtchian
Business Development Coordinator
Nick Sailer
Investment Analyst
Alexis Prigo
Executive Assistant
Joseph Brandolino
Client Service Associate
Cole Murphy
Business Development Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Flavia Nunes
Wealth Advisor
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Lexi Shaheri
Client Service Associate
Stephanie Valderrama
Administrative Assistant
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Eric Hua
Portfolio Manager
Cecilia Escobar
Senior Client Service Associate
Kim Zajic
Chief Administration Officer
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Spencer Mittin
Client Service Associate
Tyler Resh
Chief Growth Officer
Mike Janis
Sr. Vice President, Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
James Cotton
Operations Associate
Summer Larzelere
Senior Tax Consultant
Michelle Nanoff
Senior Client Service Associate
Maddie Zakarian
Administrative Specialist
James Cordle
Senior Trader
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Tony Walsh
Chief Operating Officer
Morten Roness, MBA
Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Matthew Keller
Vice President, Wealth Advisor
Nina Weiss
Client Service Associate
Jordan Thatcher
Senior Tax Consultant
Justin Iskander, CPA
Investment Analyst
Wayne T. Slappy
Wealth Advisor
Samantha Orellana
Client Service Associate
Bardia Maghami
Fund Operations Associate
Kingsley Choi
Wealth Advisor
Leonard Green
Compliance Manager
Steven Dymant
Director of Alternative Solutions
Rich Winer
Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Daisy Stinson
Client Service Associate
Katherine Neto, AWMA®
Client Service Associate
Teddy Weber, CPA
Tax Associate
Brendan Finneran
Senior Portfolio Manager
Airene Williamson
Chief Legal Officer
Rina Pineda, CPA, MST
Director of Tax Consulting
Mike Shotton
Sr. Vice President, Wealth Advisor
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Nicolo Gori
Client Service Associate
Amalia Uribe
Human Resources Manager