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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

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