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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?
What is your favorite book or quote?
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

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