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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

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