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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

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