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Michelle Nanoff

Sr. Client Service Associate
Education and Credentials

Michelle began her professional career in the financial industry in 2012, specializing in Client Services. Her background includes business administration, client servicing within account operations, and financial planning preparation. Prior to joining SteelPeak Wealth, Michelle worked at JSF Financial for 9 years in various roles ranging from executive assistant, account operations associate, and financial planning associate. She earned her Bachelor of Arts in Psychology from California State University, Fullerton in 2016.

Outside of the office, Michelle enjoys spending time with her family and two dogs. She enjoys new cooking recipes, visiting gardens and nurseries, indoor gardening, and collecting exotic tropical house plants.

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

Other Team Members

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