Buildings

Peter Amling, CFP®

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

Wayne T. Slappy
Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Airene Williamson
Chief Legal Officer
Joshua Fein
Controller
Mike Janis
Sr. Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Bardia Maghami
Fund Operations Associate
Ryan Santiago
Operations Manager
Lexi Shaheri
Client Service Associate
James Cordle
Senior Trader
Morten Roness, MBA
Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Nicolo Gori
Client Service Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Maddie Zakarian
Administrative Specialist
Mark Koellner, CFP®, CRPC®
Wealth Advisor
JP Tran
Client Service Associate
Andrea Chandos
Senior Tax Administrator
Lisa Tashtchian
Senior Client Service Associate
Tyler Resh
Chief Growth Officer
Luke Everhart
Business Development Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Steve Racius
Associate Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Jennifer Prendergast
Tax Operations Lead
Steven K. Ridgeway, CPA
Tax Services Lead
Michael Nader, EA
Tax Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Flavia Nunes
Wealth Advisor
Tony Walsh
Chief Operating Officer
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Drew Clanton
Operations Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Nina Weiss
Client Service Associate
Derek Ruan
Associate Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Joe Fusaro
Director of Operations
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Kim Zajic
Chief Administration Officer
Rachel Otto
Staff Accountant
Lucas McDonnell
Client Service Associate
Annie Heller
Client Service Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Justin Iskander, CPA
Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Samantha Orellana
Client Service Associate
Benjamin Kanter
Client Service Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Leonard Green
Compliance Manager
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Rich Winer
Vice President, Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Pete Alliegro, CFA
Director of Business Development
Jordan Thatcher
Senior Tax Consultant
Stacy Borek, CFP®
Senior Tax Associate
Anthony Kim
Portfolio Manager
Cecilia Escobar
Senior Client Service Associate
Raesa Martin
Client Service Associate
Kingsley Choi
Wealth Advisor
Roger Lopez
Wealth Advisor
Andy Rosas
Operations Manager
Charlotte Perkinson
HR & Talent Manager
Rina Pineda, CPA, MST
Director of Tax Consulting
Brandon McAuslen
Portfolio Manager
Joseph Brandolino
Associate Wealth Advisor
Aimie Lalas
Tax Administrator
Sam Sosa, J.D.
Wealth Advisor
Joe Mezzetta, CPA
Senior Tax Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Michael Rashtian
Vice President, Wealth Advisor
Josh Lev
Alternative Investment Associate
Dylan Drake
Marketing Associate
Teddy Weber, CPA
Tax Associate