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Peter Amling, CFP®

Vice President, Wealth Advisor
Education and Credentials
Marquette University
Bachelors of Science in Finance
CFP®

Peter Amling is a graduate of Marquette University, with a Bachelors of Science in Finance. He began his career at Ridge Investment Advisors in Chicago, where he gained valuable experience in managing high net worth investment portfolios and serving clients. In 2009 Peter founded Amling Investments as a way to bring financial advice to a wider audience. In 2012, he became a Certified Financial Planner (CFP®) professional. In 2025, Peter is excited integrate his business into SteelPeak Wealth and join their team serving clients. He enjoys traveling, trains, model trains, architecture, yoga, improv comedy and has performed at Second City in Chicago. Peter currently resides in Chicago with his daughter.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Peter
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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