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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

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