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Michael Nader, EA

Tax Associate
Education and Credentials
California State University, Northridge
B.S. in Accounting
Enrolled Agent

Michael Nader is an accomplished Enrolled Agent with seven years of expertise in tax compliance and resolution, serving high net worth individuals and families. As a Tax Associate at SteelPeak, Michael specializes in navigating complex tax challenges, delivering strategic solutions that ensure compliance while optimizing financial outcomes. His proficiency in tax resolution is exemplified by successfully negotiating a $420,000 North Carolina state tax balance down to $18,000, saving his client significant resources.

Michael holds a bachelor’s degree in accounting from California State University, Northridge, and is enrolled to practice before the Internal Revenue Service as an Enrolled Agent (EA). Known for his analytical precision and client-focused approach, he is dedicated to simplifying intricate tax matters and supporting clients’ long-term wealth goals. In his free time, Michael enjoys exploring nature and seeking out new destinations, embracing the novelty and tranquility of the outdoors.

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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
Michael
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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