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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

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