Buildings

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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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