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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

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