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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

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