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

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