Buildings

Michelle Nanoff

Sr. Client Service Associate
Education and Credentials

Michelle began her professional career in the financial industry in 2012, specializing in Client Services. Her background includes business administration, client servicing within account operations, and financial planning preparation. Prior to joining SteelPeak Wealth, Michelle worked at JSF Financial for 9 years in various roles ranging from executive assistant, account operations associate, and financial planning associate. She earned her Bachelor of Arts in Psychology from California State University, Fullerton in 2016.

Outside of the office, Michelle enjoys spending time with her family and two dogs. She enjoys new cooking recipes, visiting gardens and nurseries, indoor gardening, and collecting exotic tropical house plants.

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
Michelle
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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