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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

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