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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

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