Buildings

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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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