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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.

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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
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

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