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

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