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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

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Charlotte Perkinson
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Leonard Green
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Joseph Brandolino
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Wayne T. Slappy
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Anthony Kim
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Justin Iskander, CFP®, CPA, MBA
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Bardia Maghami
Vice President, Fund Operations
Allison Garcia
Tax Administrator
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Rina Pineda, CPA, MST
Director of Tax Consulting
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Tony Walsh
Chief Operating Officer
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Steve Racius
Associate Wealth Advisor
Richard Stucki
Senior Tax Reviewer
Kim Zajic
Chief Administrative Officer
Dylan Drake
Marketing Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Tyler Resh
Chief Growth Officer
Michael Rashtian
Vice President, Wealth Advisor
Josh Lev
Vice President, Investment Research
Brandon McAuslen
Portfolio Manager
Andrea Chandos
Senior Tax Administrator
JP Tran
Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
Myles Bozinovski
Business Development Manager
Flavia Nunes
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Morten Roness, MBA
Vice President, Wealth Advisor
Jackie Stafford
Client Service Associate
Drew Clanton
Operations Associate
Rachel Otto
Staff Accountant
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Stephanie Valderrama
Administrative Assistant
James Cordle
Senior Trader
Wyatt Gibson
Junior Tax Associate
Joe Fusaro
Director of Operations
Brendan Finneran
Senior Portfolio Manager
Ryan Santiago
Operations Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Samantha Orellana
Client Service Associate
Nicolo Gori
Client Service Associate
Luke Everhart
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Andy Rosas
AI Strategy & Operations Manager
Kiras Persky
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Joshua Fein
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Alexandra Miller
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Lesny Espinoza
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Jennifer Prendergast
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Mark Koellner, CFP®, CRPC®
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Michelle Nanoff
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Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
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Cecilia Umbel
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