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Peter Amling, CFP®

Vice President, Wealth Advisor
Education and Credentials
Marquette University
Bachelors of Science in Finance
CFP®
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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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Peter
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
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Other Team Members

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