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Bradley Triana

Tax Consultant
Education and Credentials
B.S. in Business Administration, Concentration in Accounting
Western Governors University
Enrolled Agent (EA)

Bradley Triana is an experienced Enrolled Agent with experience in tax compliance, planning, and advisory services, specializing in small business owners and high-net-worth individuals. As a Tax Consultant at SteelPeak, Bradley delivers strategic tax solutions that simplify complex financial matters while positioning clients for long-term success.

Bradley began his accounting career in 2017, where he developed a niche in trust administration and probate court accountings before expanding into comprehensive tax preparation, planning, and advisory. Over the course of his career, he has served clients across a diverse range of industries, including dental and medical practices, real estate, entertainment and production, online retail, and wholesale equipment, giving him the versatility to connect with clients from virtually any background.

Bradley holds a Bachelor of Science in Business Administration with a concentration in Accounting and is enrolled to practice before the Internal Revenue Service as an Enrolled Agent (EA). He also holds a QuickBooks Online ProAdvisor certification, enabling him to support clients with both their tax and bookkeeping needs. Bradley is committed to helping clients not just meet their obligations, but truly understand and take control of their financial picture.

Outside of the office, Bradley enjoys spending time with his family, exploring personal IT projects, and unwinding with a guitar in hand.

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