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Bradley Triana

Tax Consultant
Education and Credentials
B.S. in Business Administration, Concentration in Accounting
Western Governors University
Enrolled Agent (EA)

Bradley Triana is an experienced Enrolled Agent with experience in tax compliance, planning, and advisory services, specializing in small business owners and high-net-worth individuals. As a Tax Consultant at SteelPeak, Bradley delivers strategic tax solutions that simplify complex financial matters while positioning clients for long-term success.

Bradley began his accounting career in 2017, where he developed a niche in trust administration and probate court accountings before expanding into comprehensive tax preparation, planning, and advisory. Over the course of his career, he has served clients across a diverse range of industries, including dental and medical practices, real estate, entertainment and production, online retail, and wholesale equipment, giving him the versatility to connect with clients from virtually any background.

Bradley holds a Bachelor of Science in Business Administration with a concentration in Accounting and is enrolled to practice before the Internal Revenue Service as an Enrolled Agent (EA). He also holds a QuickBooks Online ProAdvisor certification, enabling him to support clients with both their tax and bookkeeping needs. Bradley is committed to helping clients not just meet their obligations, but truly understand and take control of their financial picture.

Outside of the office, Bradley enjoys spending time with his family, exploring personal IT projects, and unwinding with a guitar in hand.

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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?
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Schedule a Meeting with
Bradley
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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