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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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Career Highlights
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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

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