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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

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