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Patrick Oliver, MST, EA

Senior Tax Consultant
Education and Credentials
University of Phoenix; California State University, Northridge
B.S. in Business, Finance M.S. in Taxation
Enrolled Agent (EA)

Patrick Oliver, EA, MST, has been helping individuals and businesses navigate complex tax and accounting needs since 2016. He holds a Master of Science in Taxation from California State University, Northridge, and is an Enrolled Agent (EA) licensed by the Internal Revenue Service. Patrick focuses on supporting clients with tailored advisory and proactive planning to minimize their tax liabilities.

Additionally, he brings extensive experience in tax controversy matters, helping clients address the IRS and States to negotiate the best possible resolutions.

Outside the office, Patrick loves to cook, enjoy movies, and host game nights for his friends and family.

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