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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

Morten Roness, MBA
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Derek Ruan
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Mike Janis
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Harley Guzman
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Michelle Nanoff
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Ethan Ashbrook, CFP®
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Brendan Finneran
Senior Portfolio Manager
Adam Greenwald
Sr. Client Service Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Stephanie Valderrama
Administrative Assistant
Aimie Lalas
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Anthony Kim
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Enrique Vargas
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Alexandra Miller
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Luke Everhart
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Kiras Persky
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Noah Barrionuevo
Associate
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Patrick Oliver, MST, EA
Senior Tax Consultant
Kim Zajic
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Ryan Santiago
Operations Manager
Lioness Ebbay, Esq.
Director of Estate Consulting
Robert Venezia
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Laila Bahman
Associate
Kingsley Choi
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Rich Winer
Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Jason Hart
Director of Operations
Airene Williamson
Chief Legal & Compliance Officer
Camille Reyes
Associate
Samantha Orellana
Client Service Associate
Katherine Neto, AWMA®
Client Service Associate
Bradley Triana
Tax Consultant
Dalia Dardoon
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Joshua Fein
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Andrew Moss
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Tony Walsh
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Rachel Otto
Staff Accountant
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Teddy Weber, CPA
Tax Associate
Jennifer Prendergast
Tax Operations Lead
Brandon McAuslen
Portfolio Manager
Wyatt Gibson
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Steven K. Ridgeway, CPA
Tax Services Lead
Bardia Maghami
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Flavia Nunes
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Stacy Borek, CFP®
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Joe Mezzetta, CPA
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Luke Anderson, SE-AWMA®
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Joseph Auday, CFP®, CRPC®
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Josh Lev
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Jonathan Sheen
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Lisa Tashtchian
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Stephen Fringer
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Myles Bozinovski
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Lucas McDonnell
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JP Tran
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Zack Farooquee, AAMS®, AIF®
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Daniel Atchinson
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Michael Nader, EA
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Rina Pineda, CPA, MST
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