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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

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