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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

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