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Michael Nader, EA

Tax Associate
Education and Credentials
California State University, Northridge
B.S. in Accounting
Enrolled Agent

Michael Nader is an accomplished Enrolled Agent with seven years of expertise in tax compliance and resolution, serving high net worth individuals and families. As a Tax Associate at SteelPeak, Michael specializes in navigating complex tax challenges, delivering strategic solutions that ensure compliance while optimizing financial outcomes. His proficiency in tax resolution is exemplified by successfully negotiating a $420,000 North Carolina state tax balance down to $18,000, saving his client significant resources.

Michael holds a bachelor’s degree in accounting from California State University, Northridge, and is enrolled to practice before the Internal Revenue Service as an Enrolled Agent (EA). Known for his analytical precision and client-focused approach, he is dedicated to simplifying intricate tax matters and supporting clients’ long-term wealth goals. In his free time, Michael enjoys exploring nature and seeking out new destinations, embracing the novelty and tranquility of the outdoors.

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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
Michael
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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